Laidlaw Wealth Management’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
Q3 | – | Sell |
-58,443
| Closed | -$1.01M | – | 348 |
|
|
2023
Q2 | $1.01M | Sell |
58,443
-14,517
| -20% | -$250K | 0.2% | 120 |
|
|
2023
Q1 | $1.16M | Sell |
72,960
-4,197
| -5% | -$66.9K | 0.24% | 107 |
|
|
2022
Q4 | $1.15M | Sell |
77,157
-996
| -1% | -$14.9K | 0.25% | 109 |
|
|
2022
Q3 | $1.09M | Sell |
78,153
-5,535
| -7% | -$77.5K | 0.26% | 106 |
|
|
2022
Q2 | $1.23M | Sell |
83,688
-3,027
| -3% | -$44.6K | 0.25% | 107 |
|
|
2022
Q1 | $1.54M | Sell |
86,715
-1,275
| -1% | -$22.7K | 0.26% | 103 |
|
|
2021
Q4 | $1.66M | Buy |
+87,990
| New | +$1.66M | 0.26% | 105 |
|
|
2021
Q1 | – | Sell |
-83,046
| Closed | -$1.26M | – | 333 |
|
|
2020
Q4 | $1.26M | Buy |
+83,046
| New | +$1.26M | 0.27% | 105 |
|