Strategic Capital Advisers’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.73M	Sell	72,428 -660	-0.9%	-$16K	1.43%	34
2022 Q1	$1.85M	Sell	73,088 -2,290	-3%	-$59.5K	1.41%	34
2021 Q4	$2.03M	Buy	75,378 +2,082	+3%	+$56.3K	1.45%	35
2021 Q3	$1.99M	Buy	73,296 +4,988	+7%	+$137K	1.55%	33
2021 Q2	$1.86M	Buy	68,308 +830	+1%	+$22.5K	1.54%	33
2021 Q1	$1.82M	Buy	67,478 +3,248	+5%	+$89.2K	1.58%	34
2020 Q4	$1.8M	Buy	64,230 +3,258	+5%	+$91.1K	1.53%	32
2020 Q3	$1.71M	Buy	60,972 +1,598	+3%	+$45.1K	1.6%	33
2020 Q2	$1.67M	Buy	59,374 +2,892	+5%	+$80.5K	1.68%	31
2020 Q1	$1.53M	Buy	56,482 +1,886	+3%	+$50.9K	1.86%	28
2019 Q4	$1.46M	Buy	54,596 +1,444	+3%	+$38.7K	1.37%	35
2019 Q3	$1.43M	Buy	53,152 +3,804	+8%	+$102K	1.59%	32
2019 Q2	$1.31M	Buy	49,348 +706	+1%	+$18.4K	1.38%	33
2019 Q1	$1.26M	Buy	48,642 +9,914	+26%	+$253K	1.36%	34
2018 Q4	$979K	Buy	38,728 +572	+1%	+$14.3K	1.05%	39
2018 Q3	$959K	Buy	38,156 +14	+0%	+$354	0.68%	41
2018 Q2	$963K	Buy	38,142 +4,378	+13%	+$111K	0.7%	39
2018 Q1	$879K	Hold	33,764	–	–	0.87%	42
2017 Q4	$879K	Buy	+33,764	New	+$881K	0.87%	42