Ten Capital Wealth Advisors’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
Q2 | $323K | Sell |
18,750
-7,902
| -30% | -$136K | 0.09% | 92 |
|
|
2023
Q1 | $425K | Buy |
26,652
+13,452
| +102% | +$215K | 0.14% | 52 |
|
|
2022
Q4 | $197K | Hold |
13,200
| – | – | 0.08% | 86 |
|
|
2022
Q3 | $185K | Hold |
13,200
| – | – | 0.08% | 81 |
|
|
2022
Q2 | $194K | Hold |
13,200
| – | – | 0.08% | 77 |
|
|
2022
Q1 | $235K | Hold |
13,200
| – | – | 0.1% | 73 |
|
|
2021
Q4 | $249K | Hold |
13,200
| – | – | 0.1% | 62 |
|
|
2021
Q3 | $228K | Buy |
+13,200
| New | +$228K | 0.11% | 59 |
|
|
2021
Q2 | – | Sell |
-1,260
| Closed | -$20K | – | 540 |
|
|
2021
Q1 | $20K | Buy |
+1,260
| New | +$20K | ﹤0.01% | 225 |
|