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Blooom Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Blooom Inc’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$806K Buy
57,336
+3,591
+7% +$55.9K 1.53% 15
2022
Q2 		$829K Sell
53,745
-12,756
-19% -$205K 1.42% 15
2022
Q1 		$1.23M Sell
66,501
-1,209
-2% -$21.2K 0.99% 11
2021
Q4 		$1.28M Sell
67,710
-2,508
-4% -$46.1K 0.96% 12
2021
Q3 		$1.24M Buy
70,218
+1,350
+2% +$24K 1.03% 12
2021
Q2 		$1.19M Buy
68,868
+35,610
+107% +$603K 0.89% 12
2021
Q1 		$871K Sell
33,258
-21,774
-40% -$343K 0.68% 18
2020
Q4 		$829K Buy
+55,032
New +$784K 0.66% 16

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