Saxon Interests’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
Q2
Sell
-9,232
Closed -$212K 195
2024
Q1
$212K Hold
9,232
0.1% 166
2023
Q4
$215K Buy
+9,232
New +$215K 0.11% 169