Beacon Wealthcare Inc’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
Q4 | $4.4M | Sell |
290,226
-79,338
| -21% | -$1.2M | 2.56% | 6 |
|
|
2020
Q3 | $4.91M | Sell |
369,564
-13,422
| -4% | -$178K | 3.06% | 6 |
|
|
2020
Q2 | $4.69M | Buy |
382,986
+47,976
| +14% | +$588K | 2.96% | 6 |
|
|
2020
Q1 | $3.37M | Buy |
335,010
+1,512
| +0.5% | +$15.2K | 2.4% | 6 |
|
|
2019
Q4 | $4.31M | Sell |
333,498
-9,876
| -3% | -$128K | 2.97% | 5 |
|
|
2019
Q3 | $4.06M | Sell |
343,374
-20,748
| -6% | -$246K | 2.93% | 5 |
|
|
2019
Q2 | $4.28M | Sell |
364,122
-3,282
| -0.9% | -$38.6K | 3.26% | 5 |
|
|
2019
Q1 | $4.17M | Sell |
367,404
-121,662
| -25% | -$1.38M | 3.38% | 5 |
|
|
2018
Q4 | $4.89M | Buy |
489,066
+143,166
| +41% | +$1.43M | 3.22% | 5 |
|
|
2018
Q3 | $4.06M | Buy |
345,900
+9,060
| +3% | +$106K | 3.68% | 5 |
|
|
2018
Q2 | $3.7M | Buy |
336,840
+7,104
| +2% | +$78.1K | 3.59% | 5 |
|
|
2018
Q1 | $3.51M | Sell |
329,736
-32,472
| -9% | -$345K | 3.62% | 4 |
|
|
2017
Q4 | $3.9M | Buy |
+362,208
| New | +$3.9M | 4.08% | 4 |
|