CFO4Life Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-279,180
| Closed | -$3.58M | – | 135 |
|
|
2019
Q4 | $3.58M | Sell |
279,180
-390
| -0.1% | -$5K | 1.51% | 17 |
|
|
2019
Q3 | $3.31M | Buy |
279,570
+4,896
| +2% | +$57.9K | 1.48% | 17 |
|
|
2019
Q2 | $3.23M | Buy |
274,674
+1,098
| +0.4% | +$12.9K | 1.48% | 18 |
|
|
2019
Q1 | $3.1M | Buy |
273,576
+444
| +0.2% | +$5.04K | 1.45% | 18 |
|
|
2018
Q4 | $2.73M | Buy |
273,132
+114,132
| +72% | +$1.14M | 1.2% | 21 |
|
|
2018
Q3 | $1.87M | Buy |
+159,000
| New | +$1.87M | 0.83% | 31 |
|