Freedom Investment Management’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 |
-77,052
| Closed | -$1.61M | – | 816 |
|
|
2024
Q2 | $1.61M | Sell |
77,052
-115,314
| -60% | -$2.42M | 0.13% | 144 |
|
|
2024
Q1 | $3.91M | Sell |
192,366
-46,416
| -19% | -$945K | 0.31% | 57 |
|
|
2023
Q4 | $4.43M | Sell |
238,782
-18,534
| -7% | -$344K | 0.36% | 49 |
|
|
2023
Q3 | $4.28M | Sell |
257,316
-145,959
| -36% | -$2.43M | 0.52% | 32 |
|
|
2023
Q2 | $6.95M | Buy |
403,275
+115,350
| +40% | +$1.99M | 0.78% | 16 |
|
|
2023
Q1 | $4.59M | Buy |
+287,925
| New | +$4.59M | 0.52% | 29 |
|