RGT 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
2022
Q3
$926K Sell
2022
Q2
$1.07M Sell
2022
Q1
$1.3M Sell
2021
Q4
$1.38M Buy