Running Point Capital 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
Q4
Sell
-3,984
Closed -$108K 169
2021
Q3
$108K Hold
3,984
0.05% 112
2021
Q2
$109K Hold
3,984
0.05% 102
2021
Q1
$107K Buy
3,984
+2,552
+178% +$68.5K 0.06% 89
2020
Q4
$40K Buy
+1,432
New +$40K 0.02% 96