YHB Investment Advisors’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
2021 Q4	–	Sell	-9,050	Closed	-$246K	–	315
2021 Q3	$246K	Sell	9,050 -60,920	-87%	-$1.66M	0.02%	278
2021 Q2	$1.91M	Sell	69,970 -2,534	-3%	-$69.2K	0.16%	125
2021 Q1	$1.97M	Buy	+72,504	New	+$1.97M	0.17%	125