Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,380
| Closed | -$91.8K | – | 778 |
|
|
2024
Q2 | $91.8K | Hold |
4,380
| – | – | 0.04% | 295 |
|
|
2024
Q1 | $89.1K | Hold |
4,380
| – | – | 0.04% | 288 |
|
|
2023
Q4 | $81.3K | Hold |
4,380
| – | – | 0.04% | 290 |
|
|
2023
Q3 | $73K | Hold |
4,380
| – | – | 0.04% | 290 |
|
|
2023
Q2 | $75K | Buy |
+4,380
| New | +$75K | 0.04% | 282 |
|
|
2022
Q4 | $79K | Hold |
5,280
| – | – | 0.05% | 264 |
|
|
2022
Q3 | $74K | Hold |
5,280
| – | – | 0.06% | 257 |
|
|
2022
Q2 | $78K | Hold |
5,280
| – | – | 0.05% | 264 |
|
|
2022
Q1 | $94K | Hold |
5,280
| – | – | 0.05% | 258 |
|
|
2021
Q4 | $99K | Buy |
+5,280
| New | +$99K | 0.05% | 271 |
|