CPRC
Consolidated Portfolio Review Corp’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,477
| Closed | -$212K | – | 311 |
|
|
2024
Q1 | $212K | Buy |
+3,477
| New | +$212K | 0.06% | 255 |
|
|
2023
Q4 | – | Sell |
-4,077
| Closed | -$203K | – | 326 |
|
|
2023
Q3 | $203K | Sell |
4,077
-1,074
| -21% | -$53.5K | 0.05% | 296 |
|
|
2023
Q2 | $266K | Buy |
5,151
+44
| +0.9% | +$2.28K | 0.06% | 256 |
|
|
2023
Q1 | $244K | Buy |
+5,107
| New | +$244K | 0.07% | 238 |
|