Private Wealth Management Group’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
-120
Closed -$2.52K 1541
2024
Q2
$2.52K Hold
120
﹤0.01% 970
2024
Q1
$2.44K Buy
+120
New +$2.44K ﹤0.01% 890