Rainsberger 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
Q4 | $11.3M | Sell |
609,027
-7,074
| -1% | -$131K | 6.17% | 2 |
|
|
2023
Q3 | $10.2M | Buy |
616,101
+20,466
| +3% | +$340K | 6.28% | 2 |
|
|
2023
Q2 | $10.3M | Sell |
595,635
-9,090
| -2% | -$157K | 6.19% | 2 |
|
|
2023
Q1 | $9.65M | Buy |
604,725
+15,993
| +3% | +$255K | 5.72% | 2 |
|
|
2022
Q4 | $8.79M | Sell |
588,732
-690
| -0.1% | -$10.3K | 5.59% | 3 |
|
|
2022
Q3 | $8.25M | Buy |
589,422
+5,427
| +0.9% | +$76K | 5.66% | 2 |
|
|
2022
Q2 | $8.6M | Buy |
583,995
+10,470
| +2% | +$154K | 6.29% | 1 |
|
|
2022
Q1 | $10.2M | Buy |
573,525
+13,737
| +2% | +$244K | 6.53% | 1 |
|
|
2021
Q4 | $10.5M | Buy |
+559,788
| New | +$10.5M | 6.19% | 1 |
|