CWM
C2C Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,598
| Closed | -$228K | – | 205 |
|
|
2023
Q3 | $228K | Buy |
4,598
+2
| +0% | +$99 | 0.03% | 214 |
|
|
2023
Q2 | $243K | Buy |
4,596
+3
| +0.1% | +$158 | 0.03% | 218 |
|
|
2023
Q1 | $219K | Buy |
4,593
+2
| +0% | +$95 | 0.04% | 220 |
|
|
2022
Q4 | $211K | Buy |
4,591
+3
| +0.1% | +$138 | 0.04% | 160 |
|
|
2022
Q3 | $204K | Buy |
4,588
+3
| +0.1% | +$133 | 0.04% | 160 |
|
|
2022
Q2 | $211K | Buy |
4,585
+3
| +0.1% | +$138 | 0.04% | 171 |
|
|
2022
Q1 | $241K | Buy |
4,582
+2,291
| +100% | – | 0.04% | 178 |
|
|
2021
Q4 | $259K | Buy |
+2,291
| New | +$259K | 0.04% | 183 |
|