Stonebridge Financial Planning Group’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
Q1
Sell
-2,382
Closed -$41K 317
2021
Q4
$41K Hold
2,382
0.02% 230
2021
Q3
$45K Hold
2,382
0.02% 230
2021
Q2
$42K Hold
2,382
0.02% 226
2021
Q1
$40K Buy
+2,382
New +$40K 0.02% 231