Highland Private Wealth Management’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
Q4
Sell
2022
Q3
$241K Hold
2022
Q2
$254K Hold
2022
Q1
$307K Sell
2021
Q4
$473K Buy
2021
Q3
$435K Hold
2021
Q2
$436K Buy
2021
Q1
$393K Buy
2020
Q4
$261K Hold
2020
Q3
$229K Hold
2020
Q2
$211K Buy