BHK Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-173,226
| Closed | -$2.05M | – | 71 |
|
|
2019
Q3 | $2.05M | Hold |
173,226
| – | – | 1.18% | 18 |
|
|
2019
Q2 | $2.04M | Buy |
173,226
+23,766
| +16% | +$279K | 1.16% | 20 |
|
|
2019
Q1 | $1.7M | Buy |
149,460
+89,658
| +150% | +$1.02M | 1.03% | 21 |
|
|
2018
Q4 | $597K | Buy |
59,802
+6,144
| +11% | +$61.3K | 0.45% | 30 |
|
|
2018
Q3 | $629K | Buy |
53,658
+23,970
| +81% | +$281K | 0.42% | 32 |
|
|
2018
Q2 | $327K | Buy |
+29,688
| New | +$327K | 0.23% | 49 |
|