Kades & Cheifetz’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 | $575K | Buy |
25,321
+55
| +0.2% | +$1.25K | 0.29% | 63 |
|
|
2024
Q3 | $560K | Sell |
25,266
-72
| -0.3% | -$1.6K | 0.32% | 60 |
|
|
2024
Q2 | $531K | Buy |
25,338
+615
| +2% | +$12.9K | 0.33% | 57 |
|
|
2024
Q1 | $503K | Buy |
24,723
+78
| +0.3% | +$1.59K | 0.32% | 57 |
|
|
2023
Q4 | $457K | Buy |
24,645
+660
| +3% | +$12.2K | 0.32% | 55 |
|
|
2023
Q3 | $399K | Buy |
23,985
+90
| +0.4% | +$1.5K | 0.32% | 56 |
|
|
2023
Q2 | $412K | Sell |
23,895
-354
| -1% | -$6.1K | 0.32% | 59 |
|
|
2023
Q1 | $387K | Buy |
24,249
+27
| +0.1% | +$431 | 0.3% | 59 |
|
|
2022
Q4 | $362K | Buy |
+24,222
| New | +$362K | 0.3% | 58 |
|