BCWM LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $374K | Hold |
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|
2024
Q1 | $363K | Sell |
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|
2023
Q4 | $4.53M | Sell |
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|
2023
Q3 | $4.11M | Buy |
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|
2023
Q2 | $4.05M | Buy |
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|
2023
Q1 | $3.3M | Buy |
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|
2022
Q4 | $2.98M | Buy |
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|
2022
Q3 | $2.77M | Buy |
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|
2022
Q2 | $2.7M | Sell |
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|
2022
Q1 | $3.3M | Buy |
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|
2021
Q4 | $3.49M | Sell |
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|
2021
Q3 | $3.23M | Sell |
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|
2021
Q2 | $3.45M | Sell |
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|
2021
Q1 | $3.52M | Sell |
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|
2020
Q4 | $3.32M | Sell |
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|
2020
Q3 | $2.94M | Sell |
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|
2020
Q2 | $2.74M | Buy |
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|
2020
Q1 | $1.78M | Buy |
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|
2019
Q4 | $2.19M | Buy |
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|
2019
Q3 | $1.64M | Sell |
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|
2019
Q2 | $1.65M | Sell |
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|
2019
Q1 | $1.65M | Sell |
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|
2018
Q4 | $17.5M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.59M | Sell |
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|
2018
Q1 | $1.86M | Sell |
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|
2017
Q4 | $2.18M | Sell |
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|
2017
Q3 | $2.19M | Buy |
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|
2017
Q2 | $1.97M | Buy |
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|
2017
Q1 | $1.91M | Sell |
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|
2016
Q4 | $1.91M | Sell |
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|
2016
Q3 | $1.86M | Sell |
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|
2016
Q2 | $1.81M | Buy |
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|
2016
Q1 | $1.74M | Buy |
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|
2015
Q4 | $1.71M | Buy |
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|
2015
Q3 | $1.58M | Buy |
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|
2015
Q2 | $1.64M | Sell |
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|
2015
Q1 | $17.7M | Sell |
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|
2014
Q4 | $17.8M | Sell |
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|
2014
Q3 | $17.2K | Sell |
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|
2014
Q2 | $1.86M | Sell |
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|
2014
Q1 | $1.93M | Sell |
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|
2013
Q4 | $1.97M | Sell |
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|
2013
Q3 | $1.89M | Sell |
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|
2013
Q2 | $1.88M | Buy |
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