BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $87.1K | Sell |
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2023
Q1 | $86.7K | Buy |
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|
2022
Q4 | $58.7K | Sell |
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|
2022
Q3 | $58K | Buy |
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|
2022
Q2 | $57K | Buy |
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|
2022
Q1 | $62K | Sell |
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|
2021
Q4 | $66K | Buy |
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|
2021
Q3 | $56K | Buy |
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|
2021
Q2 | $32K | Buy |
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|
2021
Q1 | $25K | Buy |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $12K | Buy |
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|
2020
Q1 | $7K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $618K | Buy |
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