WealthSource Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $417K | Buy |
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|
2023
Q3 | $374K | Sell |
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|
2023
Q2 | $397K | Buy |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $352K | Sell |
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|
2022
Q2 | $399K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $242K | Sell |
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|
2019
Q3 | $224K | Sell |
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|
2019
Q2 | $286K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $213K | Buy |
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