Triad Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Triad Financial Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$225K	Hold
2023 Q2	$233K	Hold
2023 Q1	$216K	Hold
2022 Q4	$202K	Buy
2022 Q2	–	Sell
2022 Q1	$241K	Hold
2021 Q4	$255K	Buy