Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-1,605
| Closed | -$35K | – | 1075 |
|
|
2024
Q3 | $35K | Buy |
1,605
+267
| +20% | +$5.82K | 0.01% | 559 |
|
|
2024
Q2 | $28K | Hold |
1,338
| – | – | 0.01% | 598 |
|
|
2024
Q1 | $27.3K | Hold |
1,338
| – | – | 0.01% | 595 |
|
|
2023
Q4 | $24K | Hold |
1,338
| – | – | 0.01% | 605 |
|
|
2023
Q3 | $22.2K | Buy |
+1,338
| New | +$22.2K | 0.01% | 617 |
|
|
2023
Q1 | $21K | Buy |
+1,338
| New | +$21K | 0.01% | 628 |
|
|
2022
Q4 | – | Sell |
-1,371
| Closed | -$19K | – | 965 |
|
|
2022
Q3 | $19K | Buy |
+1,371
| New | +$19K | 0.01% | 589 |
|