True Link Financial Advisors’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
Q2
Sell
-7,960
Closed -$215K 741
2021
Q1
$215K Hold
7,960
0.03% 217
2020
Q4
$223K Buy
+7,960
New +$223K 0.03% 221