Charles Schwab Investment Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$467K Buy
2023
Q4
$418K Sell
2023
Q3
$602K Buy
2023
Q2
$398K Sell
2023
Q1
$438K Sell
2022
Q4
$841K Buy
2022
Q3
$646K Buy
2022
Q2
Sell
2022
Q1
$470K Buy