Redmont Wealth Advisors’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
2025
Q1
$425 Buy
2024
Q4
Sell
2024
Q3
$439 Hold
2024
Q2
$413 Hold
2024
Q1
$401 Buy
2023
Q1
Sell
2022
Q4
$448K Hold
2022
Q3
$420K Sell
2022
Q2
$530K Hold
2022
Q1
$641K Hold
2021
Q4
$678K Buy