RGT Wealth Advisors’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
Q3
$926K Sell
66,150
-6,612
-9% -$92.6K 0.15% 31
2022
Q2
$1.07M Sell
72,762
-204
-0.3% -$3.01K 0.18% 32
2022
Q1
$1.3M Sell
72,966
-348
-0.5% -$6.2K 0.21% 30
2021
Q4
$1.38M Buy
+73,314
New +$1.38M 0.21% 26