Cadinha & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-24,852
| Closed | -$294K | – | 128 |
|
|
2019
Q3 | $294K | Buy |
24,852
+1,032
| +4% | +$12.2K | 0.05% | 99 |
|
|
2019
Q2 | $280K | Buy |
23,820
+1,692
| +8% | +$19.9K | 0.05% | 94 |
|
|
2019
Q1 | $251K | Buy |
22,128
+1,758
| +9% | +$19.9K | 0.05% | 94 |
|
|
2018
Q4 | $203K | Buy |
20,370
+2,370
| +13% | +$23.6K | 0.05% | 100 |
|
|
2018
Q3 | $211K | Buy |
+18,000
| New | +$211K | 0.03% | 127 |
|