O'Dell Group’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 | – | Sell |
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|
2023
Q4 | $61.3K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $57K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $51K | Buy |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $57K | Sell |
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|
2021
Q4 | $69K | Hold |
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|
2021
Q3 | $64K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $641K | Hold |
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|
2019
Q4 | $816K | Buy |
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