Connectus Wealth’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 | $1.34M | Buy |
65,658
+4,020
| +7% | +$81.8K | 0.04% | 218 |
|
|
2023
Q4 | $1.14M | Sell |
61,638
-570
| -0.9% | -$10.6K | 0.02% | 319 |
|
|
2023
Q3 | $1.03M | Sell |
62,208
-1,917
| -3% | -$31.9K | 0.02% | 310 |
|
|
2023
Q2 | $1.11M | Sell |
64,125
-8,430
| -12% | -$145K | 0.03% | 273 |
|
|
2023
Q1 | $1.16M | Hold |
72,555
| – | – | 0.03% | 273 |
|
|
2022
Q4 | $1.08M | Buy |
72,555
+6,732
| +10% | +$101K | 0.03% | 279 |
|
|
2022
Q3 | $921K | Buy |
65,823
+3,249
| +5% | +$45.5K | 0.02% | 344 |
|
|
2022
Q2 | $922K | Buy |
+62,574
| New | +$922K | 0.02% | 284 |
|