Amarillo National Bank’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
-12,732
Closed -$267K 92
2024
Q2
$267K Hold
12,732
0.05% 77
2024
Q1
$259K Hold
12,732
0.05% 84
2023
Q4
$236K Hold
12,732
0.05% 92
2023
Q3
$212K Hold
12,732
0.04% 93
2023
Q2
$219K Hold
12,732
0.04% 89
2023
Q1
$203K Buy
+12,732
New +$203K 0.04% 98