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Ferris Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Ferris Capital’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-948
Closed -$11K – 528
2019
Q1 		$11K Hold
948
– – ﹤0.01% 453
2018
Q4 		$9K Sell
948
-300
-24% -$3.24K ﹤0.01% 452
2018
Q3 		$15K Buy
1,248
+6
+0.5% +$69 0.01% 418
2018
Q2 		$14K Hold
1,242
– – 0.01% 423
2018
Q1 		$13K Buy
+1,242
New +$13.6K 0.01% 456
2017
Q3 		– Sell
-1,026
Closed -$10K – 493
2017
Q2 		$10K Buy
+1,026
New +$9.91K ﹤0.01% 466

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