Harvest Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-174
| Closed | -$2K | – | 790 |
|
|
2020
Q2 | $2K | Hold |
174
| – | – | ﹤0.01% | 326 |
|
|
2020
Q1 | $1K | Hold |
174
| – | – | ﹤0.01% | 422 |
|
|
2019
Q4 | $2K | Sell |
174
-10,350
| -98% | -$119K | ﹤0.01% | 666 |
|
|
2019
Q3 | $125K | Buy |
10,524
+5,298
| +101% | +$62.9K | 0.15% | 46 |
|
|
2019
Q2 | $61K | Buy |
+5,226
| New | +$61K | 0.08% | 63 |
|