Stiles Financial Services’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
Sell
-30,915
Closed -$557K 189
2022
Q4
$557K Buy
30,915
+6
+0% +$108 0.32% 89
2022
Q3
$508K Buy
+30,909
New +$508K 0.31% 90