CWM
Cadence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,893
| Closed | -$261K | – | 37 |
|
|
2022
Q1 | $261K | Buy |
4,893
+1,693
| +53% | +$90.3K | 0.2% | 30 |
|
|
2021
Q4 | $362K | Sell |
3,200
-563
| -15% | -$63.7K | 0.4% | 20 |
|
|
2021
Q3 | $391K | Sell |
3,763
-238
| -6% | -$24.7K | 0.44% | 19 |
|
|
2021
Q2 | $417K | Sell |
4,001
-457
| -10% | -$47.6K | 0.35% | 24 |
|
|
2021
Q1 | $431K | Buy |
+4,458
| New | +$431K | 0.39% | 21 |
|