RGT Wealth Advisors’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
2021
Q2
Sell
-11,004
Closed -$297K 61
2021
Q1
$297K Buy
11,004
+130
+1% +$3.51K 0.06% 41
2020
Q4
$305K Buy
10,874
+82
+0.8% +$2.3K 0.06% 44
2020
Q3
$303K Buy
+10,792
New +$303K 0.08% 25