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WCG Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

WCG Wealth Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,340
Closed -$515K – 315
2023
Q3 		$515K Buy
+10,340
New +$515K 0.04% 236