First Personal Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,000
| Closed | -$224K | – | 430 |
|
|
2022
Q4 | $224K | Sell |
15,000
-3,000
| -17% | -$44.8K | 0.06% | 110 |
|
|
2022
Q3 | $252K | Buy |
+18,000
| New | +$252K | 0.07% | 103 |
|
|
2017
Q2 | – | Sell |
-2,442
| Closed | -$23K | – | 877 |
|
|
2017
Q1 | $23K | Hold |
2,442
| – | – | 0.01% | 540 |
|
|
2016
Q4 | $22K | Hold |
2,442
| – | – | 0.01% | 538 |
|
|
2016
Q3 | $21K | Buy |
+2,442
| New | +$21K | 0.01% | 431 |
|