Annapolis Financial Services’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 | $13.6K | Hold |
612
| – | – | ﹤0.01% | 262 |
|
|
2024
Q2 | $12.8K | Hold |
612
| – | – | ﹤0.01% | 260 |
|
|
2024
Q1 | $12.5K | Sell |
612
-567
| -48% | -$11.5K | ﹤0.01% | 260 |
|
|
2023
Q4 | $21.9K | Buy |
1,179
+567
| +93% | +$10.5K | 0.01% | 272 |
|
|
2023
Q3 | $10.2K | Hold |
612
| – | – | ﹤0.01% | 343 |
|
|
2023
Q2 | $10.5K | Hold |
612
| – | – | ﹤0.01% | 337 |
|
|
2023
Q1 | $9.76K | Hold |
612
| – | – | ﹤0.01% | 321 |
|
|
2022
Q4 | $9.14K | Hold |
612
| – | – | ﹤0.01% | 316 |
|
|
2022
Q3 | $9K | Hold |
612
| – | – | ﹤0.01% | 342 |
|
|
2022
Q2 | $9K | Buy |
+612
| New | +$9K | ﹤0.01% | 300 |
|