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Plante Moran Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Plante Moran Financial Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Hold
0
– – – 930
2024
Q2 		– Hold
0
– – – 879
2021
Q4 		– Sell
-38
Closed -$1K – 1096
2021
Q3 		$1K Hold
38
– – ﹤0.01% 901
2021
Q2 		$1K Buy
+38
New +$1.03K ﹤0.01% 916
2020
Q2 		– Sell
-4,056
Closed -$110K – 856
2020
Q1 		$110K Buy
4,056
+704
+21% +$19K 0.05% 183
2019
Q4 		$90K Buy
+3,352
New +$89.8K 0.03% 240
2019
Q2 		– Sell
-6,136
Closed -$159K – 836
2019
Q1 		$159K Buy
6,136
+5,756
+1,515% +$147K 0.05% 176
2018
Q4 		$10K Buy
+380
New +$9.49K ﹤0.01% 506
2018
Q1 		– Sell
-2,248
Closed -$58K – 1004
2017
Q4 		$58K Buy
+2,248
New +$58.6K 0.03% 310

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OIA
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