Alera Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16,440
| Closed | -$242K | – | 185 |
|
|
2022
Q2 | $242K | Hold |
16,440
| – | – | 0.07% | 161 |
|
|
2022
Q1 | $293K | Hold |
16,440
| – | – | 0.07% | 150 |
|
|
2021
Q4 | $310K | Hold |
16,440
| – | – | 0.08% | 81 |
|
|
2021
Q3 | $285K | Hold |
16,440
| – | – | 0.08% | 83 |
|
|
2021
Q2 | $286K | Buy |
+16,440
| New | +$286K | 0.09% | 79 |
|