Seneca House 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
2018
Q2
Sell
-23,090
Closed -$589K 99
2018
Q1
$589K Sell
23,090
-15,194
-40% -$388K 0.49% 51
2017
Q4
$996K Buy
+38,284
New +$996K 0.85% 36