Beaumont Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,426
| Closed | -$214K | – | 347 |
|
|
2023
Q2 | $214K | Buy |
+12,426
| New | +$214K | 0.02% | 315 |
|
|
2021
Q2 | – | Sell |
-18,006
| Closed | -$273K | – | 376 |
|
|
2021
Q1 | $273K | Hold |
18,006
| – | – | 0.02% | 291 |
|
|
2020
Q4 | $273K | Sell |
18,006
-13,752
| -43% | -$209K | 0.02% | 285 |
|
|
2020
Q3 | $422K | Sell |
31,758
-1,357,656
| -98% | -$18M | 0.04% | 209 |
|
|
2020
Q2 | $17M | Buy |
+1,389,414
| New | +$17M | 1.78% | 13 |
|