Orgel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $305K | Sell |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $313K | Hold |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $305K | Sell |
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|
2021
Q2 | $340K | Sell |
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|
2021
Q1 | $323K | Buy |
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|
2020
Q4 | $291K | Hold |
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|
2020
Q3 | $255K | Hold |
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|
2020
Q2 | $235K | Sell |
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|
2020
Q1 | $291K | Sell |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $242K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.71M | Buy |
|