Cranbrook Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $591K | Hold |
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|
2022
Q2 | $622K | Hold |
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|
2022
Q1 | $751K | Hold |
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|
2021
Q4 | $795K | Hold |
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|
2021
Q3 | $731K | Hold |
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|
2021
Q2 | $733K | Hold |
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|
2021
Q1 | $680K | Hold |
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|
2020
Q4 | $640K | Hold |
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|
2020
Q3 | $560K | Hold |
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|
2020
Q2 | $517K | Hold |
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|
2020
Q1 | $425K | Hold |
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|
2019
Q4 | $541K | Hold |
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|
2019
Q3 | $500K | Hold |
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|
2019
Q2 | $496K | Hold |
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|
2019
Q1 | $479K | Sell |
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|
2018
Q4 | $613K | Hold |
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|
2018
Q3 | $720K | Hold |
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|
2018
Q2 | $675K | Hold |
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|
2018
Q1 | $652K | Hold |
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|
2017
Q4 | $660K | Hold |
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|
2017
Q3 | $623K | Hold |
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|
2017
Q2 | $598K | Hold |
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|
2017
Q1 | $583K | Buy |
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|
2016
Q4 | $208K | Buy |
|