Gofen & Glossberg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $644K | Sell |
|
|||||
|
2022
Q3 | $656K | Buy |
|
|||||
|
2022
Q2 | $677K | Buy |
|
|||||
|
2022
Q1 | $770K | Buy |
|
|||||
|
2021
Q4 | $792K | Buy |
|
|||||
|
2021
Q3 | $725K | Buy |
|
|||||
|
2021
Q2 | $720K | Buy |
|
|||||
|
2021
Q1 | $658K | Buy |
|
|||||
|
2020
Q4 | $614K | Buy |
|
|||||
|
2020
Q3 | $515K | Hold |
|
|||||
|
2020
Q2 | $475K | Sell |
|
|||||
|
2020
Q1 | $400K | Sell |
|
|||||
|
2019
Q4 | $640K | Sell |
|
|||||
|
2019
Q3 | $596K | Buy |
|
|||||
|
2019
Q2 | $585K | Buy |
|
|||||
|
2019
Q1 | $551K | Buy |
|
|||||
|
2018
Q4 | $463K | Buy |
|
|||||
|
2018
Q3 | $530K | Buy |
|
|||||
|
2018
Q2 | $462K | Buy |
|
|||||
|
2018
Q1 | $444K | Buy |
|
|||||
|
2017
Q4 | $413K | Buy |
|
|||||
|
2017
Q3 | $367K | Buy |
|
|||||
|
2017
Q2 | $333K | Buy |
|
|||||
|
2017
Q1 | $302K | Buy |
|
|||||
|
2016
Q4 | $272K | Buy |
|
|||||
|
2016
Q3 | $263K | Buy |
|
|||||
|
2016
Q2 | $250K | Buy |
|
|||||
|
2016
Q1 | $235K | Buy |
|
|||||
|
2015
Q4 | $229K | Buy |
|
|||||
|
2015
Q3 | $213K | Buy |
|
|||||
|
2015
Q2 | $223K | Buy |
|
|||||
|
2015
Q1 | $220K | Sell |
|
|||||
|
2014
Q4 | $225K | Buy |
|