Southern Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.43M | Buy |
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|
2022
Q4 | $2.73M | Buy |
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|
2022
Q3 | $2.4M | Buy |
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|
2022
Q2 | $2.32M | Sell |
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|
2022
Q1 | $2.86M | Buy |
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|
2021
Q4 | $2.99M | Buy |
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|
2021
Q3 | $2.73M | Buy |
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|
2021
Q2 | $2.81M | Buy |
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|
2021
Q1 | $2.53M | Buy |
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|
2020
Q4 | $2.36M | Buy |
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|
2020
Q3 | $1.96M | Sell |
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|
2020
Q2 | $1.96M | Sell |
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|
2020
Q1 | $2.15M | Buy |
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|
2019
Q4 | $2.33M | Buy |
|