HC Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$206K Hold
2022
Q1
$249K Buy
2021
Q4
$263K Hold
2021
Q3
$242K Hold
2021
Q2
$243K Hold
2021
Q1
$225K Buy
2020
Q4
$212K Buy
2020
Q3
$6K Hold
2020
Q2
$5K Buy
2020
Q1
$4K Buy