MRWM
ML&R 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $493K | Buy |
8,068
+225
| +3% | +$13.7K | 0.11% | 42 |
|
|
2023
Q4 | $437K | Buy |
7,843
+91
| +1% | +$5.07K | 0.1% | 48 |
|
|
2023
Q3 | $386K | Sell |
7,752
-1,457
| -16% | -$72.6K | 0.1% | 43 |
|
|
2023
Q2 | $476K | Sell |
9,209
-1,923
| -17% | -$99.4K | 0.11% | 62 |
|
|
2023
Q1 | $533K | Buy |
11,132
+1
| +0% | +$48 | 0.14% | 37 |
|
|
2022
Q4 | $499K | Sell |
11,131
-12,010
| -52% | -$538K | 0.15% | 36 |
|
|
2022
Q3 | $972K | Buy |
23,141
+15,400
| +199% | +$647K | 0.33% | 26 |
|
|
2022
Q2 | $342K | Sell |
7,741
-1,410
| -15% | -$62.3K | 0.15% | 34 |
|
|
2022
Q1 | $489K | Buy |
9,151
+5,069
| +124% | +$271K | 0.18% | 29 |
|
|
2021
Q4 | $461K | Buy |
+4,082
| New | +$461K | 0.17% | 27 |
|