Total Clarity 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
2023 Q2	–	Sell	-9,784	Closed	-$229K	–	226
2023 Q1	$229K	Sell	9,784 -4,098	-30%	-$96.1K	0.12%	157
2022 Q4	$317K	Sell	13,882 -3,374	-20%	-$77K	0.16%	150
2022 Q3	$391K	Buy	17,256 +4,446	+35%	+$101K	0.24%	122
2022 Q2	$307K	Buy	+12,810	New	+$307K	0.16%	148