Claro Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $201K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $496K | Hold |
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|
2022
Q2 | $496K | Buy |
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|
2022
Q1 | $634K | Sell |
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|
2021
Q4 | $634K | Hold |
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|
2021
Q3 | $583K | Hold |
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|
2021
Q2 | $585K | Buy |
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|
2021
Q1 | $542K | Sell |
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|
2020
Q4 | $515K | Sell |
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|
2020
Q3 | $456K | Buy |
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