Caliber Wealth Management (Utah)’s Schwab US Broad Market ETF SCHB Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio SCHB Stock Details SCHB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$584K	Buy
2023 Q4	$531K	Buy
2023 Q3	$474K	Buy
2023 Q2	$489K	Buy
2023 Q1	$380K	Buy
2022 Q4	$354K	Sell
2022 Q3	$334K	Hold
2022 Q2	$352K	Buy