Sanctuary 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
2024
Q4
$22.1M Sell
965,775
-804,943
-45% -$18.4M 0.14% 155
2024
Q3
$20.3M Buy
1,770,718
+851,780
+93% +$9.77M 0.13% 171
2024
Q2
$20.6M Buy
+918,938
New +$20.6M 0.15% 140