Castle 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
Q4
Sell
-405
Closed -$6K 525
2022
Q3
$6K Sell
405
-18
-4% -$267 ﹤0.01% 489
2022
Q2
$6K Buy
+423
New +$6K ﹤0.01% 471