CWM
Curi Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,913
| Closed | -$594K | – | 167 |
|
|
2023
Q3 | $594K | Sell |
11,913
-2,672
| -18% | -$133K | 0.09% | 77 |
|
|
2023
Q2 | $754K | Sell |
14,585
-402
| -3% | -$20.8K | 0.1% | 82 |
|
|
2023
Q1 | $717K | Sell |
14,987
-3,715
| -20% | -$178K | 0.1% | 88 |
|
|
2022
Q4 | $838K | Sell |
18,702
-499
| -3% | -$22.4K | 0.12% | 94 |
|
|
2022
Q3 | $806K | Buy |
19,201
+18,597
| +3,079% | +$781K | 0.13% | 78 |
|
|
2022
Q2 | $27K | Hold |
604
| – | – | 0.01% | 278 |
|
|
2022
Q1 | $32K | Buy |
+604
| New | +$32K | 0.01% | 250 |
|