Wipfli Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Wipfli Financial Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$10K	Buy
2022 Q2	–	Sell
2022 Q1	$465K	Sell
2021 Q4	$627K	Sell
2021 Q3	$686K	Sell
2021 Q2	$907K	Sell
2021 Q1	$1.26M	Buy
2020 Q4	$965K	Buy