Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-204
| Closed | -$4K | – | 360 |
|
|
2022
Q1 | $4K | Hold |
204
| – | – | ﹤0.01% | 422 |
|
|
2021
Q4 | $4K | Sell |
204
-600
| -75% | -$11.8K | ﹤0.01% | 400 |
|
|
2021
Q3 | $14K | Hold |
804
| – | – | 0.01% | 323 |
|
|
2021
Q2 | $14K | Buy |
804
+204
| +34% | +$3.55K | 0.01% | 319 |
|
|
2021
Q1 | $10K | Hold |
600
| – | – | 0.01% | 354 |
|
|
2020
Q4 | $9K | Buy |
+600
| New | +$9K | 0.01% | 357 |
|