Dogwood Wealth Management’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
Q4
Sell
-4,656
Closed -$103K 584
2024
Q3
$103K Hold
4,656
0.06% 98
2024
Q2
$97.6K Hold
4,656
0.06% 99
2024
Q1
$94.8K Hold
4,656
0.06% 111
2023
Q4
$86.4K Buy
+4,656
New +$86.4K 0.07% 100