Freedom Wealth Alliance’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
2023
Q3
$13.5M Buy
810,135
+24,030
+3% +$399K 22.15% 1
2023
Q2
$13.8M Sell
786,105
-558
-0.1% -$9.79K 19.25% 1
2023
Q1
$12.5M Buy
786,663
+10,446
+1% +$167K 18.85% 1
2022
Q4
$11.6M Buy
+776,217
New +$11.6M 16.35% 1