Safeguard Financial’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
2023
Q3
Sell
-5,145
Closed -$88K 458
2023
Q2
$88K Buy
+5,145
New +$88K 0.04% 107