Coulter & Justus Financial Services’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
$205K Buy
+10,095
New +$205K 0.05% 91
2022
Q2
Sell
-6,075,435
Closed -$108M 51
2022
Q1
$108M Buy
+6,075,435
New +$108M 37.98% 1