Cedar Mountain Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-321
| Closed | -$7.09K | – | 390 |
|
|
2024
Q3 | $7.09K | Buy |
321
+3
| +0.9% | +$66 | ﹤0.01% | 221 |
|
|
2024
Q2 | $6.66K | Hold |
318
| – | – | ﹤0.01% | 211 |
|
|
2024
Q1 | $6.47K | Hold |
318
| – | – | ﹤0.01% | 210 |
|
|
2023
Q4 | $5.88K | Buy |
318
+3
| +1% | +$55 | ﹤0.01% | 206 |
|
|
2023
Q3 | $5.24K | Hold |
315
| – | – | ﹤0.01% | 211 |
|
|
2023
Q2 | $5.42K | Buy |
315
+3
| +1% | +$52 | ﹤0.01% | 198 |
|
|
2023
Q1 | $5K | Hold |
312
| – | – | ﹤0.01% | 204 |
|
|
2022
Q4 | $4.66K | Hold |
312
| – | – | ﹤0.01% | 211 |
|
|
2022
Q3 | $4K | Buy |
312
+3
| +1% | +$38 | ﹤0.01% | 224 |
|
|
2022
Q2 | $5K | Hold |
309
| – | – | ﹤0.01% | 217 |
|
|
2022
Q1 | $5K | Sell |
309
-963
| -76% | -$15.6K | ﹤0.01% | 238 |
|
|
2021
Q4 | $24K | Buy |
1,272
+42
| +3% | +$792 | 0.01% | 115 |
|
|
2021
Q3 | $21K | Buy |
1,230
+6
| +0.5% | +$102 | 0.01% | 119 |
|
|
2021
Q2 | $21K | Buy |
1,224
+150
| +14% | +$2.57K | 0.01% | 110 |
|
|
2021
Q1 | $17K | Buy |
1,074
+6
| +0.6% | +$95 | 0.01% | 137 |
|
|
2020
Q4 | $16K | Buy |
1,068
+6
| +0.6% | +$90 | 0.01% | 141 |
|
|
2020
Q3 | $14K | Buy |
1,062
+6
| +0.6% | +$79 | 0.01% | 134 |
|
|
2020
Q2 | $13K | Buy |
1,056
+270
| +34% | +$3.32K | 0.01% | 130 |
|
|
2020
Q1 | $8K | Buy |
786
+6
| +0.8% | +$61 | ﹤0.01% | 137 |
|
|
2019
Q4 | $10K | Buy |
+780
| New | +$10K | ﹤0.01% | 135 |
|