Bingham Osborn & Scarborough’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
2021
Q4
Sell
-15,726
Closed -$272K 112
2021
Q3
$272K Hold
15,726
0.02% 132
2021
Q2
$273K Sell
15,726
-12,102
-43% -$210K 0.02% 134
2021
Q1
$449K Buy
+27,828
New +$449K 0.03% 85