Rather & Kittrell’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
2022
Q4
Sell
-13,574
Closed -$307K 62
2022
Q3
$307K Hold
13,574
0.32% 54
2022
Q2
$324K Hold
13,574
0.36% 45
2022
Q1
$343K Buy
13,574
+2,394
+21% +$60.5K 0.33% 45
2021
Q4
$302K Buy
+11,180
New +$302K 0.27% 44