Oxinas Partners Wealth Management’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
Q3 | – | Sell |
-11,787
| Closed | -$247K | – | 126 |
|
|
2024
Q2 | $247K | Buy |
11,787
+180
| +2% | +$3.77K | 0.16% | 106 |
|
|
2024
Q1 | $236K | Sell |
11,607
-450
| -4% | -$9.16K | 0.15% | 110 |
|
|
2023
Q4 | $224K | Sell |
12,057
-321
| -3% | -$5.96K | 0.16% | 108 |
|
|
2023
Q3 | $206K | Sell |
12,378
-429
| -3% | -$7.13K | 0.15% | 109 |
|
|
2023
Q2 | $221K | Sell |
12,807
-21
| -0.2% | -$362 | 0.14% | 111 |
|
|
2023
Q1 | $205K | Sell |
12,828
-606
| -5% | -$9.67K | 0.15% | 104 |
|
|
2022
Q4 | $201K | Sell |
13,434
-6,723
| -33% | -$100K | 0.17% | 94 |
|
|
2022
Q3 | $282K | Sell |
20,157
-109,272
| -84% | -$1.53M | 0.23% | 71 |
|
|
2022
Q2 | $1.91M | Buy |
129,429
+63,372
| +96% | +$933K | 1.45% | 22 |
|
|
2022
Q1 | $1.18M | Sell |
66,057
-23,625
| -26% | -$421K | 0.74% | 35 |
|
|
2021
Q4 | $1.69M | Buy |
+89,682
| New | +$1.69M | 0.96% | 27 |
|