Harborview Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $621K | Sell |
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|
2021
Q2 | $624K | Sell |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $939K | Sell |
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|
2020
Q3 | $888K | Sell |
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|
2020
Q2 | $822K | Buy |
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|
2020
Q1 | $660K | Buy |
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|
2019
Q4 | $771K | Buy |
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|
2019
Q3 | $708K | Buy |
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|
2019
Q2 | $678K | Buy |
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|
2019
Q1 | $597K | Buy |
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|
2018
Q4 | $476K | Buy |
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|
2018
Q3 | $524K | Sell |
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|
2018
Q2 | $517K | Buy |
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|
2018
Q1 | $432K | Buy |
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|
2017
Q4 | $374K | Buy |
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