Smith & Howard Wealth Management’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
2022
Q4
Sell
-36,466
Closed -$826K 72
2022
Q3
$826K Sell
36,466
-22,284
-38% -$505K 0.35% 36
2022
Q2
$1.41M Buy
58,750
+24,788
+73% +$593K 0.6% 30
2022
Q1
$859K Buy
+33,962
New +$859K 0.36% 33