FWM
Filbrandt Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.26M | Sell |
12,143
-321
| -3% | -$33.3K | 0.72% | 12 |
|
|
2021
Q2 | $1.3M | Hold |
12,464
| – | – | 0.74% | 12 |
|
|
2021
Q1 | $1.21M | Sell |
12,464
-1,916
| -13% | -$185K | 0.73% | 12 |
|
|
2020
Q4 | $1.31M | Sell |
14,380
-126
| -0.9% | -$11.5K | 0.84% | 13 |
|
|
2020
Q3 | $1.16M | Sell |
14,506
-1,428
| -9% | -$114K | 0.9% | 11 |
|
|
2020
Q2 | $1.17M | Sell |
15,934
-21,189
| -57% | -$1.56M | 0.93% | 12 |
|
|
2020
Q1 | $2.24M | Buy |
37,123
+21,413
| +136% | +$1.29M | 2.47% | 8 |
|
|
2019
Q4 | $1.21M | Buy |
+15,710
| New | +$1.21M | 1.07% | 11 |
|