Life Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-510
| Closed | -$9.46K | – | 197 |
|
|
2023
Q4 | $9.46K | Buy |
+510
| New | +$9.46K | 0.01% | 159 |
|
|
2022
Q3 | $7.14K | Hold |
510
| – | – | 0.01% | 141 |
|
|
2022
Q2 | $8K | Hold |
510
| – | – | 0.01% | 141 |
|
|
2022
Q1 | $9K | Hold |
510
| – | – | 0.01% | 135 |
|
|
2021
Q4 | $10K | Buy |
+510
| New | +$10K | 0.01% | 134 |
|