DACG
Donor Advised Charitable Giving’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,830
| Closed | -$448K | – | 59 |
|
|
2019
Q4 | $448K | Hold |
5,830
| – | – | 0.24% | 24 |
|
|
2019
Q3 | $414K | Hold |
5,830
| – | – | 0.32% | 26 |
|
|
2019
Q2 | $411K | Sell |
5,830
-465
| -7% | -$32.8K | 0.33% | 26 |
|
|
2019
Q1 | $428K | Sell |
6,295
-92
| -1% | -$6.26K | 0.36% | 18 |
|
|
2018
Q4 | $383K | Buy |
+6,387
| New | +$383K | 0.45% | 17 |
|