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Convergence Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Convergence Financial’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-28,842
Closed -$425K – 23
2022
Q2 		$425K Hold
28,842
– – 0.44% 15
2022
Q1 		$513K Hold
28,842
– – 0.55% 13
2021
Q4 		$543K Buy
+28,842
New +$543K 0.56% 14