Fiduciary Family Office’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
Q3
Sell
-42,918
Closed -$899K 212
2024
Q2
$899K Hold
42,918
0.35% 73
2024
Q1
$873K Hold
42,918
0.34% 83
2023
Q4
$796K Buy
+42,918
New +$796K 0.35% 58