Ellenbecker Investment Group’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
-11,022
Closed -$244K 115
2024
Q3
$244K Hold
11,022
0.05% 102
2024
Q2
$231K Sell
11,022
-450
-4% -$9.43K 0.05% 106
2024
Q1
$233K Buy
+11,472
New +$233K 0.05% 98