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Roman Butler Fullerton & Co’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Roman Butler Fullerton & Co’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,908
Closed -$468K – 207
2022
Q4 		$468K Buy
+19,908
New +$468K 0.24% 111