LWM
Ledge Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $273K | Hold |
4,912
| – | – | 0.11% | 54 |
|
|
2023
Q3 | $245K | Hold |
4,912
| – | – | 0.11% | 56 |
|
|
2023
Q2 | $254K | Sell |
4,912
-8
| -0.2% | -$414 | 0.12% | 55 |
|
|
2023
Q1 | $235K | Hold |
4,920
| – | – | 0.11% | 61 |
|
|
2022
Q4 | $220K | Sell |
4,920
-135
| -3% | -$6.04K | 0.1% | 69 |
|
|
2022
Q3 | $212K | Hold |
5,055
| – | – | 0.13% | 63 |
|
|
2022
Q2 | $223K | Hold |
5,055
| – | – | 0.14% | 63 |
|
|
2022
Q1 | $270K | Buy |
+5,055
| New | +$270K | 0.17% | 64 |
|