Providence 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
2023
Q2
Sell
-16,125
Closed -$259K 83
2023
Q1
$259K Buy
16,125
+1,437
+10% +$23K 0.19% 86
2022
Q4
$218K Buy
+14,688
New +$218K 0.16% 92