Walker Financial Services’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 | – | Sell |
-12,624
| Closed | -$218K | – | 24 |
|
|
2023
Q2 | $218K | Sell |
12,624
-12
| -0.1% | -$207 | 0.21% | 24 |
|
|
2023
Q1 | $202K | Hold |
12,636
| – | – | 0.21% | 24 |
|
|
2022
Q4 | $202K | Buy |
+12,636
| New | +$202K | 0.21% | 24 |
|
|
2022
Q2 | – | Sell |
-13,947
| Closed | -$248K | – | 28 |
|
|
2022
Q1 | $248K | Buy |
+13,947
| New | +$248K | 0.23% | 21 |
|