Caliber Wealth Management (Utah)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $584K | Buy |
28,719
+87
| +0.3% | +$1.77K | 0.31% | 50 |
|
|
2023
Q4 | $531K | Buy |
28,632
+120
| +0.4% | +$2.23K | 0.31% | 49 |
|
|
2023
Q3 | $474K | Buy |
28,512
+108
| +0.4% | +$1.8K | 0.32% | 49 |
|
|
2023
Q2 | $489K | Buy |
28,404
+4,605
| +19% | +$79.4K | 0.33% | 50 |
|
|
2023
Q1 | $380K | Buy |
23,799
+90
| +0.4% | +$1.44K | 0.28% | 52 |
|
|
2022
Q4 | $354K | Sell |
23,709
-189
| -0.8% | -$2.82K | 0.27% | 66 |
|
|
2022
Q3 | $334K | Hold |
23,898
| – | – | 0.26% | 58 |
|
|
2022
Q2 | $352K | Buy |
+23,898
| New | +$352K | 0.27% | 57 |
|