Ackerman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-97,392
| Closed | -$981K | – | 141 |
|
|
2020
Q1 | $981K | Buy |
+97,392
| New | +$981K | 0.38% | 32 |
|
|
2019
Q4 | – | Sell |
-336,000
| Closed | -$3.98M | – | 199 |
|
|
2019
Q3 | $3.98M | Hold |
336,000
| – | – | 1.37% | 16 |
|
|
2019
Q2 | $3.95M | Hold |
336,000
| – | – | 19.3% | 1 |
|
|
2019
Q1 | $3.81M | Sell |
336,000
-21,238,800
| -98% | -$241M | 20.34% | 1 |
|
|
2018
Q4 | $60K | Buy |
+21,574,800
| New | +$60K | 4.65% | 3 |
|