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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$26.9K Buy
2022
Q1
Sell
2021
Q4
$39K Hold
2021
Q3
$35K Sell
2021
Q2
$69K Sell
2021
Q1
$66K Hold
2020
Q4
$62K Buy