Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $300K | Buy |
21,465
+1,287
| +6% | +$18K | 0.01% | 319 |
|
|
2022
Q2 | $297K | Buy |
20,178
+24
| +0.1% | +$353 | 0.01% | 313 |
|
|
2022
Q1 | $359K | Hold |
20,154
| – | – | 0.02% | 296 |
|
|
2021
Q4 | $380K | Hold |
20,154
| – | – | 0.02% | 292 |
|
|
2021
Q3 | $349K | Hold |
20,154
| – | – | 0.02% | 299 |
|
|
2021
Q2 | $350K | Buy |
20,154
+3,204
| +19% | +$55.6K | 0.02% | 292 |
|
|
2021
Q1 | $273K | Hold |
16,950
| – | – | 0.02% | 303 |
|
|
2020
Q4 | $257K | Buy |
16,950
+336
| +2% | +$5.1K | 0.02% | 295 |
|
|
2020
Q3 | $220K | Sell |
16,614
-2,604
| -14% | -$34.5K | 0.02% | 290 |
|
|
2020
Q2 | $235K | Buy |
+19,218
| New | +$235K | 0.02% | 280 |
|