Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $48K | Buy |
2,778
+12
| +0.4% | +$207 | 0.01% | 693 |
|
|
2021
Q2 | $48K | Sell |
2,766
-594
| -18% | -$10.3K | 0.01% | 602 |
|
|
2021
Q1 | $54K | Buy |
3,360
+606
| +22% | +$9.74K | 0.01% | 455 |
|
|
2020
Q4 | $41K | Buy |
2,754
+12
| +0.4% | +$179 | 0.01% | 458 |
|
|
2020
Q3 | $36K | Buy |
2,742
+30
| +1% | +$394 | 0.01% | 431 |
|
|
2020
Q2 | $33K | Buy |
2,712
+18
| +0.7% | +$219 | 0.01% | 414 |
|
|
2020
Q1 | $27K | Sell |
2,694
-6
| -0.2% | -$60 | 0.01% | 426 |
|
|
2019
Q4 | $34K | Buy |
2,700
+30
| +1% | +$378 | 0.01% | 406 |
|
|
2019
Q3 | $31K | Buy |
2,670
+12
| +0.5% | +$139 | 0.01% | 398 |
|
|
2019
Q2 | $31K | Hold |
2,658
| – | – | 0.01% | 404 |
|
|
2019
Q1 | $30K | Buy |
2,658
+18
| +0.7% | +$203 | 0.01% | 364 |
|
|
2018
Q4 | $26K | Buy |
+2,640
| New | +$26K | 0.01% | 339 |
|