Capital Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-139,044
| Closed | -$2.41M | – | 122 |
|
|
2021
Q3 | $2.41M | Buy |
+139,044
| New | +$2.41M | 0.07% | 35 |
|
|
2020
Q2 | – | Sell |
-57,900
| Closed | -$583K | – | 178 |
|
|
2020
Q1 | $583K | Sell |
57,900
-5,352
| -8% | -$53.9K | 0.04% | 113 |
|
|
2019
Q4 | $810K | Buy |
63,252
+6,438
| +11% | +$82.4K | 0.05% | 94 |
|
|
2019
Q3 | $680K | Buy |
56,814
+4,584
| +9% | +$54.9K | 0.04% | 115 |
|
|
2019
Q2 | $614K | Buy |
+52,230
| New | +$614K | 0.04% | 114 |
|