Sensible Money’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 |
-12,336
| Closed | -$229K | – | 84 |
|
|
2023
Q4 | $229K | Buy |
12,336
+9
| +0.1% | +$167 | 0.14% | 65 |
|
|
2023
Q3 | $205K | Sell |
12,327
-1,512
| -11% | -$25.1K | 0.14% | 67 |
|
|
2023
Q2 | $238K | Buy |
13,839
+3
| +0% | +$52 | 0.17% | 61 |
|
|
2023
Q1 | $221K | Sell |
13,836
-84
| -0.6% | -$1.34K | 0.19% | 65 |
|
|
2022
Q4 | $208K | Buy |
+13,920
| New | +$208K | 0.22% | 69 |
|