Rollins Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $493K | Hold |
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|
2023
Q3 | $441K | Buy |
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|
2023
Q2 | $453K | Buy |
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|
2023
Q1 | $368K | Hold |
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|
2022
Q4 | $345K | Hold |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $455K | Hold |
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|
2021
Q4 | $482K | Buy |
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|
2021
Q2 | $445K | Hold |
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|
2021
Q1 | $412K | Hold |
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|
2020
Q4 | $388K | Buy |
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