Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $230K | Sell |
|
|||||
|
2020
Q2 | $214K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $231K | Sell |
|
|||||
|
2019
Q3 | $211K | Buy |
|
|||||
|
2019
Q2 | $208K | Hold |
|
|||||
|
2019
Q1 | $201K | Buy |
|
|||||
|
2018
Q4 | $176K | Buy |
|
|||||
|
2018
Q3 | $198K | Sell |
|
|||||
|
2018
Q2 | $196K | Buy |
|
|||||
|
2018
Q1 | $188K | Sell |
|
|||||
|
2017
Q4 | $194K | Sell |
|
|||||
|
2017
Q3 | $185K | Sell |
|
|||||
|
2017
Q2 | $179K | Sell |
|
|||||
|
2017
Q1 | $176K | Buy |
|
|||||
|
2016
Q4 | $71K | Buy |
|
|||||
|
2016
Q3 | $68K | Hold |
|
|||||
|
2016
Q2 | $66K | Buy |
|
|||||
|
2016
Q1 | $64K | Buy |
|
|||||
|
2015
Q4 | $63K | Sell |
|
|||||
|
2015
Q3 | $270K | Buy |
|
|||||
|
2015
Q2 | $291K | Buy |
|