Burleson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $20.6K | Hold |
1,380
| – | – | 0.01% | 221 |
|
|
2022
Q3 | $19K | Hold |
1,380
| – | – | ﹤0.01% | 237 |
|
|
2022
Q2 | $20K | Sell |
1,380
-5,199
| -79% | -$75.3K | ﹤0.01% | 221 |
|
|
2022
Q1 | $117K | Buy |
6,579
+15
| +0.2% | +$267 | 0.02% | 157 |
|
|
2021
Q4 | $124K | Buy |
6,564
+18
| +0.3% | +$340 | 0.02% | 164 |
|
|
2021
Q3 | $113K | Sell |
6,546
-3,210
| -33% | -$55.4K | 0.02% | 154 |
|
|
2021
Q2 | $170K | Sell |
9,756
-54
| -0.6% | -$941 | 0.02% | 142 |
|
|
2021
Q1 | $158K | Buy |
+9,810
| New | +$158K | 0.03% | 137 |
|