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WMS Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

WMS Partners’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-5,558
Closed -$288K – 223
2019
Q1 		$288K Buy
+5,558
New +$288K 0.07% 151