Regency Capital Management’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
2022
Q1
Sell
-270
Closed -$5K 142
2021
Q4
$5K Sell
270
-630
-70% -$11.7K ﹤0.01% 109
2021
Q3
$16K Sell
900
-300
-25% -$5.33K 0.01% 104
2021
Q2
$21K Sell
1,200
-390
-25% -$6.83K 0.02% 95
2021
Q1
$26K Buy
+1,590
New +$26K 0.03% 104