Tanager 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,296
| Closed | -$234K | – | 125 |
|
|
2024
Q4 | $234K | Sell |
10,296
-153
| -1% | -$3.47K | 0.03% | 108 |
|
|
2024
Q3 | $232K | Buy |
10,449
+153
| +1% | +$3.39K | 0.03% | 97 |
|
|
2024
Q2 | $216K | Hold |
10,296
| – | – | 0.03% | 90 |
|
|
2024
Q1 | $210K | Sell |
10,296
-1,692
| -14% | -$34.4K | 0.03% | 85 |
|
|
2023
Q4 | $222K | Buy |
+11,988
| New | +$222K | 0.04% | 76 |
|