Bowling Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $590K | Buy |
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|
2022
Q2 | $603K | Sell |
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|
2022
Q1 | $806K | Buy |
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|
2021
Q4 | $698K | Buy |
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|
2021
Q3 | $535K | Buy |
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|
2021
Q2 | $439K | Sell |
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|
2021
Q1 | $511K | Buy |
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|
2020
Q4 | $427K | Buy |
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|
2020
Q3 | $333K | Sell |
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|
2020
Q2 | $593K | Buy |
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|
2020
Q1 | $355K | Sell |
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|
2019
Q4 | $461K | Buy |
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|
2019
Q3 | $340K | Buy |
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|
2019
Q2 | $242K | Sell |
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|
2019
Q1 | $545K | Buy |
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|
2018
Q4 | $329K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $949K | Buy |
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|
2017
Q3 | $795K | Buy |
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|
2017
Q2 | $550K | Buy |
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|
2017
Q1 | $458K | Buy |
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|
2016
Q4 | $374K | Buy |
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|
2016
Q3 | $229K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $276K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $594K | Buy |
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|
2014
Q2 | $512K | Buy |
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|
2014
Q1 | $478K | Buy |
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