Kades & Cheifetz’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
2024
Q4
$575K Buy
2024
Q3
$560K Sell
2024
Q2
$531K Buy
2024
Q1
$503K Buy
2023
Q4
$457K Buy
2023
Q3
$399K Buy
2023
Q2
$412K Sell
2023
Q1
$387K Buy
2022
Q4
$362K Buy