Ruedi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,962
| Closed | -$36.4K | – | 270 |
|
|
2023
Q4 | $36.4K | Hold |
1,962
| – | – | 0.02% | 88 |
|
|
2023
Q3 | $32.6K | Hold |
1,962
| – | – | 0.02% | 92 |
|
|
2023
Q2 | $33.8K | Hold |
1,962
| – | – | 0.02% | 93 |
|
|
2023
Q1 | $31.3K | Hold |
1,962
| – | – | 0.02% | 102 |
|
|
2022
Q4 | $29.3K | Buy |
+1,962
| New | +$29.3K | 0.02% | 99 |
|