Aspen Investment Management’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
Q1 | – | Sell |
-17,292
| Closed | -$222K | – | 121 |
|
|
2019
Q4 | $222K | Sell |
17,292
-6,852
| -28% | -$88K | 0.14% | 126 |
|
|
2019
Q3 | $286K | Hold |
24,144
| – | – | 0.19% | 107 |
|
|
2019
Q2 | $284K | Buy |
24,144
+1,122
| +5% | +$13.2K | 0.19% | 110 |
|
|
2019
Q1 | $261K | Sell |
23,022
-6,780
| -23% | -$76.9K | 0.18% | 115 |
|
|
2018
Q4 | $298K | Sell |
29,802
-4,806
| -14% | -$48.1K | 0.24% | 103 |
|
|
2018
Q3 | $406K | Buy |
34,608
+11,244
| +48% | +$132K | 0.27% | 100 |
|
|
2018
Q2 | $257K | Buy |
23,364
+1,344
| +6% | +$14.8K | 0.18% | 124 |
|
|
2018
Q1 | $234K | Sell |
22,020
-3,480
| -14% | -$37K | 0.17% | 128 |
|
|
2017
Q4 | $274K | Buy |
25,500
+5,496
| +27% | +$59.1K | 0.19% | 120 |
|
|
2017
Q3 | $203K | Buy |
+20,004
| New | +$203K | 0.15% | 133 |
|