ABLE Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20,595
| Closed | -$432K | – | 191 |
|
|
2024
Q2 | $432K | Hold |
20,595
| – | – | 0.16% | 102 |
|
|
2024
Q1 | $419K | Hold |
20,595
| – | – | 0.16% | 98 |
|
|
2023
Q4 | $382K | Hold |
20,595
| – | – | 0.17% | 98 |
|
|
2023
Q3 | $342K | Sell |
20,595
-2,847
| -12% | -$47.3K | 0.17% | 102 |
|
|
2023
Q2 | $404K | Sell |
23,442
-3
| -0% | -$52 | 0.21% | 83 |
|
|
2023
Q1 | $374K | Buy |
+23,445
| New | +$374K | 0.24% | 83 |
|