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Roof Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Roof Advisory Group’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-503,720
Closed -$13.1M – 37
2017
Q4 		$13.1M Buy
+503,720
New +$13.1M 7.45% 3