Strategic Asset 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
Q3
$495K Buy
21,840
+3,024
+16% +$68.5K 0.86% 22
2022
Q2
$450K Sell
18,816
-1,052
-5% -$25.2K 0.72% 26
2022
Q1
$502K Buy
19,868
+17,362
+693% +$439K 0.71% 26
2021
Q4
$68K Hold
2,506
0.09% 127
2021
Q3
$68K Buy
+2,506
New +$68K 0.1% 125