Unique Wealth’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
Q4 | – | Sell |
-27,561
| Closed | -$611K | – | 144 |
|
|
2024
Q3 | $611K | Buy |
27,561
+1,989
| +8% | +$44.1K | 0.14% | 73 |
|
|
2024
Q2 | $536K | Sell |
25,572
-729
| -3% | -$15.3K | 0.14% | 63 |
|
|
2024
Q1 | $535K | Sell |
26,301
-672
| -2% | -$13.7K | 0.15% | 60 |
|
|
2023
Q4 | $501K | Sell |
26,973
-321
| -1% | -$5.96K | 0.16% | 53 |
|
|
2023
Q3 | $454K | Hold |
27,294
| – | – | 0.19% | 53 |
|
|
2023
Q2 | $470K | Buy |
+27,294
| New | +$470K | 0.21% | 39 |
|