Goldstein Munger & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $546K | Hold |
39,021
| – | – | 0.18% | 26 |
|
|
2022
Q2 | $575K | Sell |
39,021
-60
| -0.2% | -$884 | 0.17% | 26 |
|
|
2022
Q1 | $695K | Sell |
39,081
-3
| -0% | -$53 | 0.18% | 27 |
|
|
2021
Q4 | $736K | Hold |
39,084
| – | – | 0.19% | 26 |
|
|
2021
Q3 | $677K | Hold |
39,084
| – | – | 0.18% | 26 |
|
|
2021
Q2 | $679K | Sell |
39,084
-720
| -2% | -$12.5K | 0.18% | 27 |
|
|
2021
Q1 | $642K | Hold |
39,804
| – | – | 0.18% | 27 |
|
|
2020
Q4 | $604K | Sell |
39,804
-138
| -0.3% | -$2.09K | 0.18% | 29 |
|
|
2020
Q3 | $530K | Sell |
39,942
-348
| -0.9% | -$4.62K | 0.18% | 29 |
|
|
2020
Q2 | $493K | Buy |
+40,290
| New | +$493K | 0.19% | 31 |
|
|
2017
Q1 | – | Sell |
-29,622
| Closed | -$267K | – | 42 |
|
|
2016
Q4 | $267K | Buy |
29,622
+4,296
| +17% | +$38.7K | 0.12% | 34 |
|
|
2016
Q3 | $221K | Buy |
25,326
+1,272
| +5% | +$11.1K | 0.1% | 31 |
|
|
2016
Q2 | $202K | Buy |
+24,054
| New | +$202K | 0.09% | 32 |
|