Financial Management Concepts’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
2021
Q4
$1.72M Buy
91,416
+79,524
+669% +$1.5M 1.26% 16
2021
Q3
$206K Hold
11,892
0.16% 25
2021
Q2
$210K Sell
11,892
-1,560
-12% -$27.5K 0.17% 25
2021
Q1
$217K Buy
+13,452
New +$217K 0.2% 25