Dowling & Yahnke’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
2022
Q3
$300K Buy
2022
Q2
$297K Buy
2022
Q1
$359K Hold
2021
Q4
$380K Hold
2021
Q3
$349K Hold
2021
Q2
$350K Buy
2021
Q1
$273K Hold
2020
Q4
$257K Buy
2020
Q3
$220K Sell
2020
Q2
$235K Buy