GG
Gofen & Glossberg’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $644K | Sell |
14,369
-1,264
| -8% | -$56.7K | 0.02% | 300 |
|
|
2022
Q3 | $656K | Buy |
15,633
+315
| +2% | +$13.2K | 0.02% | 272 |
|
|
2022
Q2 | $677K | Buy |
15,318
+895
| +6% | +$39.6K | 0.02% | 274 |
|
|
2022
Q1 | $770K | Buy |
14,423
+7,413
| +106% | +$396K | 0.02% | 270 |
|
|
2021
Q4 | $792K | Buy |
7,010
+33
| +0.5% | +$3.73K | 0.02% | 271 |
|
|
2021
Q3 | $725K | Buy |
6,977
+71
| +1% | +$7.38K | 0.02% | 286 |
|
|
2021
Q2 | $720K | Buy |
6,906
+97
| +1% | +$10.1K | 0.02% | 279 |
|
|
2021
Q1 | $658K | Buy |
6,809
+65
| +1% | +$6.28K | 0.02% | 292 |
|
|
2020
Q4 | $614K | Buy |
6,744
+279
| +4% | +$25.4K | 0.02% | 283 |
|
|
2020
Q3 | $515K | Hold |
6,465
| – | – | 0.02% | 289 |
|
|
2020
Q2 | $475K | Sell |
6,465
-152
| -2% | -$11.2K | 0.02% | 284 |
|
|
2020
Q1 | $400K | Sell |
6,617
-1,709
| -21% | -$103K | 0.02% | 292 |
|
|
2019
Q4 | $640K | Sell |
8,326
-67
| -0.8% | -$5.15K | 0.02% | 263 |
|
|
2019
Q3 | $596K | Buy |
8,393
+92
| +1% | +$6.53K | 0.02% | 264 |
|
|
2019
Q2 | $585K | Buy |
8,301
+200
| +2% | +$14.1K | 0.02% | 266 |
|
|
2019
Q1 | $551K | Buy |
8,101
+375
| +5% | +$25.5K | 0.02% | 258 |
|
|
2018
Q4 | $463K | Buy |
7,726
+200
| +3% | +$12K | 0.02% | 277 |
|
|
2018
Q3 | $530K | Buy |
7,526
+531
| +8% | +$37.4K | 0.02% | 283 |
|
|
2018
Q2 | $462K | Buy |
6,995
+30
| +0.4% | +$1.98K | 0.02% | 295 |
|
|
2018
Q1 | $444K | Buy |
6,965
+563
| +9% | +$35.9K | 0.02% | 302 |
|
|
2017
Q4 | $413K | Buy |
6,402
+371
| +6% | +$23.9K | 0.01% | 332 |
|
|
2017
Q3 | $367K | Buy |
6,031
+330
| +6% | +$20.1K | 0.01% | 349 |
|
|
2017
Q2 | $333K | Buy |
5,701
+408
| +8% | +$23.8K | 0.01% | 359 |
|
|
2017
Q1 | $302K | Buy |
5,293
+265
| +5% | +$15.1K | 0.01% | 365 |
|
|
2016
Q4 | $272K | Buy |
5,028
+7
| +0.1% | +$379 | 0.01% | 364 |
|
|
2016
Q3 | $263K | Buy |
5,021
+57
| +1% | +$2.99K | 0.01% | 376 |
|
|
2016
Q2 | $250K | Buy |
4,964
+191
| +4% | +$9.62K | 0.01% | 378 |
|
|
2016
Q1 | $235K | Buy |
4,773
+110
| +2% | +$5.42K | 0.01% | 395 |
|
|
2015
Q4 | $229K | Buy |
4,663
+70
| +2% | +$3.44K | 0.01% | 390 |
|
|
2015
Q3 | $213K | Buy |
4,593
+160
| +4% | +$7.42K | 0.01% | 404 |
|
|
2015
Q2 | $223K | Buy |
4,433
+65
| +1% | +$3.27K | 0.01% | 416 |
|
|
2015
Q1 | $220K | Sell |
4,368
-150
| -3% | -$7.56K | 0.01% | 420 |
|
|
2014
Q4 | $225K | Buy |
+4,518
| New | +$225K | 0.01% | 414 |
|