Westwind Capital’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
2021
Q3
Sell
-954
Closed -$17K 40
2021
Q2
$17K Buy
+954
New +$17K ﹤0.01% 38
2018
Q1
Sell
-375,000
Closed -$4.03M 40
2017
Q4
$4.03M Buy
+375,000
New +$4.03M 3.8% 13