HC Financial Advisors’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
Q2 | $206K | Hold |
13,971
| – | – | 0.14% | 76 |
|
|
2022
Q1 | $249K | Buy |
13,971
+3
| +0% | +$53 | 0.15% | 75 |
|
|
2021
Q4 | $263K | Hold |
13,968
| – | – | 0.15% | 74 |
|
|
2021
Q3 | $242K | Hold |
13,968
| – | – | 0.15% | 74 |
|
|
2021
Q2 | $243K | Hold |
13,968
| – | – | 0.14% | 76 |
|
|
2021
Q1 | $225K | Buy |
13,968
+18
| +0.1% | +$290 | 0.14% | 73 |
|
|
2020
Q4 | $212K | Buy |
13,950
+13,500
| +3,000% | +$205K | 0.14% | 73 |
|
|
2020
Q3 | $6K | Hold |
450
| – | – | ﹤0.01% | 306 |
|
|
2020
Q2 | $5K | Buy |
450
+102
| +29% | +$1.13K | ﹤0.01% | 293 |
|
|
2020
Q1 | $4K | Buy |
+348
| New | +$4K | ﹤0.01% | 318 |
|