Country Club Trust’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 |
-15,084
| Closed | -$264K | – | 292 |
|
|
2021
Q3 | $264K | Hold |
15,084
| – | – | 0.02% | 245 |
|
|
2021
Q2 | $262K | Hold |
15,084
| – | – | 0.02% | 233 |
|
|
2021
Q1 | $242K | Hold |
15,084
| – | – | 0.02% | 233 |
|
|
2020
Q4 | $228K | Hold |
15,084
| – | – | 0.02% | 228 |
|
|
2020
Q3 | $200K | Buy |
+15,084
| New | +$200K | 0.02% | 227 |
|