Watermark Asset Management’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
2018
Q4
$6.93M Sell
2018
Q3
$7.19M Buy
2018
Q2
$6.87M Buy
2018
Q1
$6.74M Buy
2017
Q4
$6.25M Buy
2017
Q3
$5.31M Buy
2017
Q2
$4.51M Buy
2017
Q1
$3.89M Buy