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West Branch Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

West Branch Capital’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-180
Closed -$3.8K – 637
2024
Q2 		$3.8K Hold
180
– – ﹤0.01% 354
2024
Q1 		$3.69K Hold
180
– – ﹤0.01% 353
2023
Q4 		$3.35K Buy
+180
New +$3.35K ﹤0.01% 366