BT 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
2022
Q2
$228K Hold
15,486
0.06% 61
2022
Q1
$276K Sell
15,486
-774
-5% -$13.8K 0.07% 57
2021
Q4
$306K Buy
+16,260
New +$306K 0.08% 51