Platte River Wealth Advisors’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
Q3 | $910K | Buy |
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|
2024
Q2 | $860K | Sell |
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|
2024
Q1 | $837K | Buy |
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|
2023
Q4 | $721K | Buy |
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|
2023
Q3 | $432K | Hold |
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|
2023
Q2 | $448K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $297K | Sell |
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|
2021
Q4 | $320K | Buy |
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|
2021
Q3 | $266K | Buy |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $248K | Hold |
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|
2020
Q4 | $235K | Buy |
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|
2019
Q4 | $545K | Buy |
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