AJ Wealth Strategies’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
Q2 | $3.42M | Sell |
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2023
Q1 | $3.21M | Sell |
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|
2022
Q4 | $3.04M | Buy |
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|
2022
Q3 | $2.84M | Buy |
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|
2022
Q2 | $2.99M | Sell |
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|
2022
Q1 | $3.91M | Buy |
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|
2021
Q4 | $4.14M | Buy |
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|
2021
Q3 | $3.8M | Sell |
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|
2021
Q2 | $3.87M | Sell |
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|
2021
Q1 | $3.69M | Sell |
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|
2020
Q4 | $3.78M | Buy |
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|
2020
Q3 | $3.3M | Sell |
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|
2020
Q2 | $3.11M | Sell |
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|
2020
Q1 | $5.17M | Buy |
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|
2019
Q4 | $1.92M | Sell |
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|
2019
Q3 | $1.8M | Buy |
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|
2019
Q2 | $1.77M | Sell |
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|
2019
Q1 | $1.86M | Sell |
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|
2018
Q4 | $1.64M | Buy |
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|
2018
Q3 | $1.69M | Buy |
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|
2018
Q2 | $1.07M | Buy |
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|
2018
Q1 | $628K | Buy |
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|
2017
Q4 | $507K | Buy |
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|
2017
Q3 | $326K | Hold |
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|
2017
Q2 | $313K | Sell |
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|
2017
Q1 | $306K | Buy |
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|
2016
Q4 | $256K | Buy |
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