Hutchens & Kramer Investment Management Group’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
Q1
Sell
-14,064
Closed -$210K 128
2022
Q4
$210K Buy
+14,064
New +$210K 0.15% 100
2022
Q2
Sell
-96,630
Closed -$1.73M 123
2022
Q1
$1.73M Sell
96,630
-95,298
-50% -$1.7M 0.96% 27
2021
Q4
$1.71M Buy
+191,928
New +$1.71M 1.08% 24