Root Financial Partners’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
2024
Q3
Sell
-12,194
Closed -$278K 157
2024
Q2
$278K Buy
+12,194
New +$278K 0.07% 95