Lee Financial’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
Q4 | – | Sell |
-2,097
| Closed | -$34.8K | – | 916 |
|
|
2023
Q3 | $34.8K | Buy |
+2,097
| New | +$34.8K | 0.01% | 253 |
|
|
2023
Q2 | – | Sell |
-684
| Closed | -$10.9K | – | 829 |
|
|
2023
Q1 | $10.9K | Hold |
684
| – | – | ﹤0.01% | 400 |
|
|
2022
Q4 | $10.2K | Hold |
684
| – | – | ﹤0.01% | 457 |
|
|
2022
Q3 | $10K | Hold |
684
| – | – | ﹤0.01% | 439 |
|
|
2022
Q2 | $10K | Hold |
684
| – | – | ﹤0.01% | 452 |
|
|
2022
Q1 | $12K | Hold |
684
| – | – | ﹤0.01% | 412 |
|
|
2021
Q4 | $13K | Hold |
684
| – | – | ﹤0.01% | 447 |
|
|
2021
Q3 | $12K | Hold |
684
| – | – | ﹤0.01% | 403 |
|
|
2021
Q2 | $12K | Buy |
+684
| New | +$12K | ﹤0.01% | 385 |
|