WT Wealth 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
2024
Q4
Sell
2024
Q3
$225K Buy
2020
Q3
Sell
2020
Q2
$1.35M Sell
2020
Q1
$1.74M Sell
2019
Q4
$2.13M Buy
2019
Q3
$2.14M Buy