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WR Wealth Planners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

WR Wealth Planners’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$1.2K Buy
53
+1
+2% +$23 ﹤0.01% 913
2024
Q3 		$1.25K Hold
52
– – ﹤0.01% 953
2024
Q2 		$1.19K Buy
+52
New +$1.19K ﹤0.01% 940