Triad Financial 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
Q3 | $225K | Hold |
13,530
| – | – | 0.08% | 94 |
|
|
2023
Q2 | $233K | Hold |
13,530
| – | – | 0.1% | 90 |
|
|
2023
Q1 | $216K | Hold |
13,530
| – | – | 0.09% | 95 |
|
|
2022
Q4 | $202K | Buy |
+13,530
| New | +$202K | 0.09% | 109 |
|
|
2022
Q2 | – | Sell |
-13,530
| Closed | -$241K | – | 115 |
|
|
2022
Q1 | $241K | Hold |
13,530
| – | – | 0.13% | 97 |
|
|
2021
Q4 | $255K | Buy |
+13,530
| New | +$255K | 0.15% | 101 |
|