HA
Harborview Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $621K | Sell |
5,976
-8
| -0.1% | -$831 | 0.35% | 59 |
|
|
2021
Q2 | $624K | Sell |
5,984
-4,361
| -42% | -$455K | 0.35% | 58 |
|
|
2021
Q1 | $1M | Buy |
10,345
+30
| +0.3% | +$2.9K | 0.6% | 32 |
|
|
2020
Q4 | $939K | Sell |
10,315
-832
| -7% | -$75.7K | 0.63% | 31 |
|
|
2020
Q3 | $888K | Sell |
11,147
-37
| -0.3% | -$2.95K | 0.68% | 32 |
|
|
2020
Q2 | $822K | Buy |
11,184
+263
| +2% | +$19.3K | 0.68% | 33 |
|
|
2020
Q1 | $660K | Buy |
10,921
+892
| +9% | +$53.9K | 0.66% | 29 |
|
|
2019
Q4 | $771K | Buy |
10,029
+58
| +0.6% | +$4.46K | 0.59% | 34 |
|
|
2019
Q3 | $708K | Buy |
9,971
+360
| +4% | +$25.6K | 0.57% | 34 |
|
|
2019
Q2 | $678K | Buy |
9,611
+834
| +10% | +$58.8K | 0.55% | 39 |
|
|
2019
Q1 | $597K | Buy |
8,777
+837
| +11% | +$56.9K | 0.52% | 40 |
|
|
2018
Q4 | $476K | Buy |
7,940
+501
| +7% | +$30K | 0.56% | 31 |
|
|
2018
Q3 | $524K | Sell |
7,439
-402
| -5% | -$28.3K | 0.53% | 32 |
|
|
2018
Q2 | $517K | Buy |
7,841
+1,074
| +16% | +$70.8K | 0.48% | 40 |
|
|
2018
Q1 | $432K | Buy |
6,767
+978
| +17% | +$62.4K | 0.41% | 40 |
|
|
2017
Q4 | $374K | Buy |
+5,789
| New | +$374K | 0.36% | 41 |
|