Schechter Investment Advisors’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
2022
Q4
Sell
-76,821
Closed -$1.08M 887
2022
Q3
$1.08M Buy
+76,821
New +$1.08M 0.11% 253