BI
Blooom Inc’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $806K | Buy |
19,112
+1,197
| +7% | +$50.5K | 1.53% | 15 |
|
|
2022
Q2 | $829K | Sell |
17,915
-4,252
| -19% | -$197K | 1.42% | 15 |
|
|
2022
Q1 | $1.23M | Buy |
22,167
+10,882
| +96% | +$605K | 0.99% | 11 |
|
|
2021
Q4 | $1.28M | Sell |
11,285
-418
| -4% | -$47.4K | 0.96% | 12 |
|
|
2021
Q3 | $1.24M | Buy |
11,703
+225
| +2% | +$23.9K | 1.03% | 12 |
|
|
2021
Q2 | $1.19M | Buy |
11,478
+5,935
| +107% | +$616K | 0.89% | 12 |
|
|
2021
Q1 | $871K | Sell |
5,543
-3,629
| -40% | -$570K | 0.68% | 18 |
|
|
2020
Q4 | $829K | Buy |
+9,172
| New | +$829K | 0.66% | 16 |
|