CIM
Chapman Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,915
| Closed | -$218K | – | 39 |
|
|
2023
Q4 | $218K | Buy |
+3,915
| New | +$218K | 0.17% | 34 |
|
|
2023
Q3 | – | Sell |
-4,215
| Closed | -$218K | – | 37 |
|
|
2023
Q2 | $218K | Buy |
+4,215
| New | +$218K | 0.17% | 35 |
|
|
2022
Q1 | – | Sell |
-1,780
| Closed | -$201K | – | 52 |
|
|
2021
Q4 | $201K | Buy |
+1,780
| New | +$201K | 0.09% | 51 |
|