RG
Retirement 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 | $926K | Sell |
15,172
-631
| -4% | -$38.5K | 0.33% | 45 |
|
|
2023
Q4 | $880K | Buy |
15,803
+414
| +3% | +$23K | 0.36% | 44 |
|
|
2023
Q3 | $767K | Sell |
15,389
-271
| -2% | -$13.5K | 0.32% | 47 |
|
|
2023
Q2 | $810K | Sell |
15,660
-3,247
| -17% | -$168K | 0.34% | 49 |
|
|
2023
Q1 | $905K | Sell |
18,907
-7,697
| -29% | -$368K | 0.41% | 41 |
|
|
2022
Q4 | $1.19M | Sell |
26,604
-1,733
| -6% | -$77.6K | 0.58% | 31 |
|
|
2022
Q3 | $1.19M | Sell |
28,337
-3,044
| -10% | -$128K | 0.95% | 21 |
|
|
2022
Q2 | $1.39M | Sell |
31,381
-1,441
| -4% | -$63.7K | 0.57% | 28 |
|
|
2022
Q1 | $1.75M | Buy |
32,822
+16,933
| +107% | +$904K | 0.68% | 24 |
|
|
2021
Q4 | $1.8M | Sell |
15,889
-956
| -6% | -$108K | 0.78% | 25 |
|
|
2021
Q3 | $1.75M | Buy |
16,845
+140
| +0.8% | +$14.5K | 0.8% | 25 |
|
|
2021
Q2 | $1.74M | Sell |
16,705
-89
| -0.5% | -$9.28K | 0.84% | 25 |
|
|
2021
Q1 | $1.62M | Buy |
16,794
+1,010
| +6% | +$97.7K | 0.74% | 29 |
|
|
2020
Q4 | $1.44M | Sell |
15,784
-1,045
| -6% | -$95.1K | 0.66% | 32 |
|
|
2020
Q3 | $1.34M | Sell |
16,829
-404
| -2% | -$32.2K | 0.75% | 28 |
|
|
2020
Q2 | $1.27M | Buy |
+17,233
| New | +$1.27M | 0.79% | 28 |
|
|
2019
Q4 | $1.48M | Buy |
+19,271
| New | +$1.48M | 0.96% | 26 |
|