Southern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.43M | Buy |
215,328
+32,250
| +18% | +$514K | 1.33% | 21 |
|
|
2022
Q4 | $2.73M | Buy |
183,078
+24,201
| +15% | +$361K | 1.1% | 26 |
|
|
2022
Q3 | $2.4M | Buy |
158,877
+1,071
| +0.7% | +$16.2K | 0.97% | 30 |
|
|
2022
Q2 | $2.32M | Sell |
157,806
-3,099
| -2% | -$45.6K | 0.89% | 28 |
|
|
2022
Q1 | $2.86M | Buy |
160,905
+2,295
| +1% | +$40.8K | 0.93% | 30 |
|
|
2021
Q4 | $2.99M | Buy |
158,610
+774
| +0.5% | +$14.6K | 1.18% | 25 |
|
|
2021
Q3 | $2.73M | Buy |
157,836
+666
| +0.4% | +$11.5K | 0.8% | 30 |
|
|
2021
Q2 | $2.81M | Buy |
157,170
+468
| +0.3% | +$8.36K | 0.81% | 30 |
|
|
2021
Q1 | $2.53M | Buy |
156,702
+930
| +0.6% | +$15K | 0.83% | 28 |
|
|
2020
Q4 | $2.36M | Buy |
155,772
+8,364
| +6% | +$127K | 0.9% | 27 |
|
|
2020
Q3 | $1.96M | Sell |
147,408
-12,948
| -8% | -$172K | 0.72% | 29 |
|
|
2020
Q2 | $1.96M | Sell |
160,356
-52,848
| -25% | -$647K | 0.38% | 21 |
|
|
2020
Q1 | $2.15M | Buy |
213,204
+31,626
| +17% | +$318K | 0.45% | 23 |
|
|
2019
Q4 | $2.33M | Buy |
+181,578
| New | +$2.33M | 0.44% | 21 |
|