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Wetzel Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Wetzel Investment Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,600
Closed -$159K – 744
2024
Q2 		$159K Hold
2,600
– – 0.09% 136
2024
Q1 		$151K Hold
2,600
– – 0.09% 142
2023
Q4 		$145K Buy
+2,600
New +$145K 0.09% 141