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Kathleen S. Wright Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Kathleen S. Wright Associates’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30
Closed – – 198
2022
Q4 		$0 Buy
+30
New +$451 ﹤0.01% 207

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HCM
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RPGK
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Kathleen S. Wright Associates's SCHB Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 30 shares.

Kathleen S. Wright Associates first reported a position in SCHB in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Kathleen S. Wright Associates reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 30 Schwab US Broad Market ETF shares in Q1 2023.
  • Kathleen S. Wright Associates first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 1 quarter.
  • Kathleen S. Wright Associates's Schwab US Broad Market ETF position peaked at $0 in Q4 2022.
  • 923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.