Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-47,808
| Closed | -$613K | – | 118 |
|
|
2019
Q4 | $613K | Buy |
47,808
+60
| +0.1% | +$769 | 0.33% | 60 |
|
|
2019
Q3 | $565K | Sell |
47,748
-2,328
| -5% | -$27.5K | 0.35% | 58 |
|
|
2019
Q2 | $589K | Sell |
50,076
-2,034
| -4% | -$23.9K | 0.35% | 57 |
|
|
2019
Q1 | $591K | Sell |
52,110
-20,400
| -28% | -$231K | 0.35% | 58 |
|
|
2018
Q4 | $724K | Buy |
+72,510
| New | +$724K | 0.5% | 47 |
|