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San Luis Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

San Luis Wealth Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3
Closed – – 352
2022
Q1 		$0 Buy
+3
New +$53 ﹤0.01% 450

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San Luis Wealth Advisors's SCHB Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2022, closing a stake of 3 shares.

San Luis Wealth Advisors first reported a position in SCHB in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 870 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 3 Schwab US Broad Market ETF shares in Q2 2022.
  • San Luis Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Schwab US Broad Market ETF position peaked at $0 in Q1 2022.
  • 870 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.