Relative Value Partners 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
Q2
Sell
2024
Q1
$385K Hold
2023
Q4
$381K Buy
2023
Q3
$341K Buy
2023
Q2
$353K Buy
2023
Q1
$327K Buy
2022
Q4
$306K Buy
2022
Q3
$287K Buy
2022
Q2
Sell
2022
Q1
$364K Buy