WealthPLAN Partners’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 |
-2,709
| Closed | -$46.7K | – | 993 |
|
|
2023
Q2 | $46.7K | Hold |
2,709
| – | – | 0.01% | 524 |
|
|
2023
Q1 | $43.2K | Buy |
+2,709
| New | +$43.2K | ﹤0.01% | 585 |
|
|
2017
Q3 | – | Sell |
-21,312
| Closed | -$208K | – | 200 |
|
|
2017
Q2 | $208K | Buy |
+21,312
| New | +$208K | 0.06% | 166 |
|
|
2016
Q3 | – | Sell |
-516
| Closed | -$2.17K | – | 1059 |
|
|
2016
Q2 | $2.17K | Buy |
+516
| New | +$2.17K | ﹤0.01% | 2222 |
|
|
2015
Q4 | $28.7K | Buy |
+10,530
| New | +$28.7K | ﹤0.01% | 778 |
|