Ratio Wealth Group’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
Q1 | $331K | Hold |
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|
2023
Q4 | $302K | Hold |
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|
2023
Q3 | $270K | Hold |
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|
2023
Q2 | $280K | Buy |
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|
2022
Q4 | $243K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $307K | Hold |
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|
2021
Q3 | $282K | Hold |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $262K | Hold |
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|
2020
Q4 | $247K | Buy |
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