Genovese Burford & Brothers Wealth & Retirement Plan Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $201K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $386K | Sell |
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|
2020
Q1 | $883K | Sell |
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|
2019
Q4 | $7.42M | Sell |
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|
2019
Q3 | $6.86M | Sell |
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|
2019
Q2 | $6.83M | Sell |
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|
2019
Q1 | $6.66M | Sell |
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|
2018
Q4 | $9.81M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $139K | Hold |
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|
2018
Q1 | $134K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $127K | Sell |
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|
2017
Q2 | $143K | Buy |
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|
2017
Q1 | $140K | Buy |
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|
2016
Q4 | $132K | Buy |
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|
2016
Q3 | $126K | Buy |
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