Prosperity Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-16,494	Closed	-$365K	–	170
2023 Q3	$365K	Sell	16,494 -3,974	-19%	-$87.9K	0.23%	79
2023 Q2	$472K	Buy	20,468 +10,706	+110%	+$247K	0.31%	45
2023 Q1	$229K	Buy	+9,762	New	+$229K	0.18%	96