Platte River 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
Q3 | $910K | Buy |
41,037
+9
| +0% | +$200 | 0.24% | 50 |
|
|
2024
Q2 | $860K | Sell |
41,028
-96
| -0.2% | -$2.01K | 0.24% | 52 |
|
|
2024
Q1 | $837K | Buy |
41,124
+2,283
| +6% | +$46.5K | 0.24% | 55 |
|
|
2023
Q4 | $721K | Buy |
38,841
+12,870
| +50% | +$239K | 0.24% | 60 |
|
|
2023
Q3 | $432K | Hold |
25,971
| – | – | 0.16% | 68 |
|
|
2023
Q2 | $448K | Buy |
+25,971
| New | +$448K | 0.16% | 67 |
|
|
2022
Q3 | – | Sell |
-16,710
| Closed | -$246K | – | 88 |
|
|
2022
Q2 | $246K | Hold |
16,710
| – | – | 0.11% | 77 |
|
|
2022
Q1 | $297K | Sell |
16,710
-522
| -3% | -$9.28K | 0.11% | 74 |
|
|
2021
Q4 | $320K | Buy |
17,232
+1,860
| +12% | +$34.5K | 0.11% | 75 |
|
|
2021
Q3 | $266K | Buy |
15,372
+420
| +3% | +$7.27K | 0.1% | 82 |
|
|
2021
Q2 | $260K | Hold |
14,952
| – | – | 0.1% | 83 |
|
|
2021
Q1 | $248K | Hold |
14,952
| – | – | 0.1% | 80 |
|
|
2020
Q4 | $235K | Buy |
+14,952
| New | +$235K | 0.1% | 84 |
|
|
2019
Q4 | $545K | Buy |
+42,564
| New | +$545K | 0.29% | 93 |
|