Ledge Wealth Management’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
2023
Q4
$273K Hold
2023
Q3
$245K Hold
2023
Q2
$254K Sell
2023
Q1
$235K Hold
2022
Q4
$220K Sell
2022
Q3
$212K Hold
2022
Q2
$223K Hold
2022
Q1
$270K Buy