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Freedman Financial Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Freedman Financial Associates’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-204
Closed -$4K – 338
2022
Q1 		$4K Hold
204
– – ﹤0.01% 422
2021
Q4 		$4K Sell
204
-600
-75% -$11K ﹤0.01% 400
2021
Q3 		$14K Hold
804
– – 0.01% 323
2021
Q2 		$14K Buy
804
+204
+34% +$3.45K 0.01% 319
2021
Q1 		$10K Hold
600
– – 0.01% 354
2020
Q4 		$9K Buy
+600
New +$8.55K 0.01% 357

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SCM
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EK
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MFRM
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SG
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HP
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HCM
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CC
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RPGK
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Freedman Financial Associates's SCHB Position: Q2 2022 in Review

Freedman Financial Associates sold out of Schwab US Broad Market ETF (SCHB) in Q2 2022, closing a stake of 204 shares — an estimated $4K sold.

Freedman Financial Associates first reported a position in SCHB in Q4 2020 and held it in 6 quarters. The position peaked at $14K in Q3 2021. 870 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

  • Freedman Financial Associates reported no remaining Schwab US Broad Market ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 204 Schwab US Broad Market ETF shares in Q2 2022, an estimated $4K.
  • Freedman Financial Associates first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Schwab US Broad Market ETF position peaked at $14K in Q3 2021.
  • 870 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.