Arista Wealth Management’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
2023
Q2
Sell
-17,682
Closed -$282K 64
2023
Q1
$282K Hold
17,682
0.15% 51
2022
Q4
$264K Buy
+17,682
New +$264K 0.17% 56