GW & Wade’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
Q4 | $547K | Buy |
29,493
+21
| +0.1% | +$389 | 0.02% | 282 |
|
|
2023
Q3 | $490K | Buy |
29,472
+1,776
| +6% | +$29.5K | 0.02% | 272 |
|
|
2023
Q2 | $477K | Buy |
27,696
+12
| +0% | +$207 | 0.02% | 279 |
|
|
2023
Q1 | $442K | Buy |
27,684
+1,104
| +4% | +$17.6K | 0.02% | 279 |
|
|
2022
Q4 | $397K | Sell |
26,580
-2,283
| -8% | -$34.1K | 0.02% | 283 |
|
|
2022
Q3 | $404K | Buy |
28,863
+8,754
| +44% | +$123K | 0.02% | 268 |
|
|
2022
Q2 | $296K | Buy |
20,109
+8,277
| +70% | +$122K | 0.01% | 308 |
|
|
2022
Q1 | $211K | Buy |
+11,832
| New | +$211K | 0.01% | 372 |
|