Moss Adams Wealth Advisors’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 |
-21,003
| Closed | -$390K | – | 160 |
|
|
2023
Q4 | $390K | Buy |
21,003
+9,327
| +80% | +$173K | 0.08% | 62 |
|
|
2023
Q3 | $194K | Buy |
11,676
+2,541
| +28% | +$42.2K | 0.07% | 98 |
|
|
2023
Q2 | $157K | Buy |
9,135
+15
| +0.2% | +$258 | 0.05% | 95 |
|
|
2023
Q1 | $145K | Buy |
9,120
+12
| +0.1% | +$191 | 0.05% | 95 |
|
|
2022
Q4 | $136K | Buy |
+9,108
| New | +$136K | 0.07% | 107 |
|