Benson Investment Management Company’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
Q3 | – | Sell |
-348
| Closed | -$4K | – | 58 |
|
|
2020
Q2 | $4K | Hold |
348
| – | – | ﹤0.01% | 53 |
|
|
2020
Q1 | $4K | Hold |
348
| – | – | ﹤0.01% | 52 |
|
|
2019
Q4 | $4K | Hold |
348
| – | – | ﹤0.01% | 56 |
|
|
2019
Q3 | $4K | Hold |
348
| – | – | ﹤0.01% | 58 |
|
|
2019
Q2 | $4K | Hold |
348
| – | – | ﹤0.01% | 56 |
|
|
2019
Q1 | $4K | Hold |
348
| – | – | ﹤0.01% | 61 |
|
|
2018
Q4 | $3K | Hold |
348
| – | – | ﹤0.01% | 62 |
|
|
2018
Q3 | $4K | Hold |
348
| – | – | ﹤0.01% | 65 |
|
|
2018
Q2 | $4K | Hold |
348
| – | – | ﹤0.01% | 69 |
|
|
2018
Q1 | $4K | Buy |
+348
| New | +$4K | ﹤0.01% | 77 |
|
|
2017
Q1 | – | Sell |
-1,188
| Closed | -$11K | – | 96 |
|
|
2016
Q4 | $11K | Buy |
+1,188
| New | +$11K | 0.01% | 78 |
|