RWG
Ratio Wealth Group’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $331K | Hold |
5,425
| – | – | 0.06% | 65 |
|
|
2023
Q4 | $302K | Hold |
5,425
| – | – | 0.07% | 63 |
|
|
2023
Q3 | $270K | Hold |
5,425
| – | – | 0.07% | 60 |
|
|
2023
Q2 | $280K | Buy |
+5,425
| New | +$280K | 0.07% | 56 |
|
|
2022
Q4 | $243K | Hold |
5,425
| – | – | 0.07% | 54 |
|
|
2022
Q3 | $228K | Hold |
5,425
| – | – | 0.07% | 53 |
|
|
2022
Q2 | $240K | Hold |
5,425
| – | – | 0.08% | 48 |
|
|
2022
Q1 | $290K | Buy |
5,425
+2,712
| +100% | +$145K | 0.09% | 49 |
|
|
2021
Q4 | $307K | Hold |
2,713
| – | – | 0.09% | 43 |
|
|
2021
Q3 | $282K | Hold |
2,713
| – | – | 0.09% | 46 |
|
|
2021
Q2 | $283K | Hold |
2,713
| – | – | 0.1% | 42 |
|
|
2021
Q1 | $262K | Hold |
2,713
| – | – | 0.11% | 40 |
|
|
2020
Q4 | $247K | Buy |
+2,713
| New | +$247K | 0.13% | 41 |
|