LAM
LifePro Asset 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
Q3 | – | Sell |
-13,186
| Closed | -$682K | – | 123 |
|
|
2023
Q2 | $682K | Hold |
13,186
| – | – | 0.53% | 47 |
|
|
2023
Q1 | $591K | Hold |
13,186
| – | – | 0.43% | 57 |
|
|
2022
Q4 | $591K | Hold |
13,186
| – | – | 0.43% | 56 |
|
|
2022
Q3 | $554K | Hold |
13,186
| – | – | 0.32% | 35 |
|
|
2022
Q2 | $583K | Hold |
13,186
| – | – | 0.3% | 58 |
|
|
2022
Q1 | $704K | Buy |
13,186
+6,593
| +100% | +$352K | 0.25% | 55 |
|
|
2021
Q4 | $745K | Hold |
6,593
| – | – | 0.22% | 48 |
|
|
2021
Q3 | $685K | Hold |
6,593
| – | – | 0.21% | 44 |
|
|
2021
Q2 | $687K | Sell |
6,593
-8
| -0.1% | -$834 | 0.2% | 37 |
|
|
2021
Q1 | $638K | Buy |
6,601
+489
| +8% | +$47.3K | 0.2% | 37 |
|
|
2020
Q4 | $556K | Buy |
+6,112
| New | +$556K | 0.17% | 47 |
|