Sonora Investment 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
2021
Q1
Sell
-2,450
Closed -$69K 1789
2020
Q4
$69K Buy
+2,450
New +$69K 0.01% 515
2020
Q2
Sell
-380
Closed -$10K 1867
2020
Q1
$10K Hold
380
﹤0.01% 1059
2019
Q4
$10K Buy
+380
New +$10K ﹤0.01% 1220