Elmwood Wealth Management’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
Q1 | – | Sell |
-4,050
| Closed | -$76K | – | 281 |
|
|
2021
Q4 | $76K | Buy |
+4,050
| New | +$76K | 0.04% | 167 |
|
|
2021
Q2 | $70K | Hold |
4,050
| – | – | 0.04% | 154 |
|
|
2021
Q1 | $65K | Buy |
+4,050
| New | +$65K | 0.04% | 149 |
|
|
2020
Q3 | $50K | Hold |
4,050
| – | – | 0.04% | 130 |
|
|
2020
Q2 | $50K | Sell |
4,050
-480
| -11% | -$5.93K | 0.04% | 130 |
|
|
2020
Q1 | $48.2K | Buy |
+4,530
| New | +$48.2K | 0.05% | 127 |
|
|
2019
Q4 | – | Sell |
-4,530
| Closed | -$54K | – | 213 |
|
|
2019
Q3 | $54K | Hold |
4,530
| – | – | 0.05% | 114 |
|
|
2019
Q2 | $53K | Hold |
4,530
| – | – | 0.05% | 125 |
|
|
2019
Q1 | $51K | Hold |
4,530
| – | – | 0.05% | 121 |
|
|
2018
Q4 | $45K | Hold |
4,530
| – | – | 0.04% | 132 |
|
|
2018
Q3 | $53.2K | Hold |
4,530
| – | – | 0.04% | 135 |
|
|
2018
Q2 | $49.8K | Hold |
4,530
| – | – | 0.05% | 130 |
|
|
2018
Q1 | $48.2K | Buy |
+4,530
| New | +$48.2K | 0.05% | 127 |
|