Waycross Investment 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
2024 Q3	–	Sell	-351,010	Closed	-$8M	–	54
2024 Q2	$8M	Sell	351,010 -13,782	-4%	-$314K	7.72%	3
2024 Q1	$8.39M	Buy	364,792 +48,654	+15%	+$1.12M	7.82%	3
2023 Q4	$7.37M	Buy	+316,138	New	+$7.37M	8.11%	3