ML&R 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
2024
Q1
$493K Buy
2023
Q4
$437K Buy
2023
Q3
$386K Sell
2023
Q2
$476K Sell
2023
Q1
$533K Buy
2022
Q4
$499K Sell
2022
Q3
$972K Buy
2022
Q2
$342K Sell
2022
Q1
$489K Buy
2021
Q4
$461K Buy