HFA
Hoover Financial 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
Q2 | $6.92M | Buy |
66,370
+8
| +0% | +$834 | 1.23% | 19 |
|
2021
Q1 | $6.66M | Sell |
66,362
-5,255
| -7% | -$528K | 1.25% | 16 |
|
2020
Q4 | $6.65M | Sell |
71,617
-2,211
| -3% | -$205K | 1.66% | 13 |
|
2020
Q3 | $5.88M | Sell |
73,828
-4,180
| -5% | -$333K | 1.94% | 13 |
|
2020
Q2 | $5.73M | Buy |
78,008
+656
| +0.8% | +$48.2K | 2.2% | 9 |
|
2020
Q1 | $4.67M | Buy |
77,352
+631
| +0.8% | +$38.1K | 2.58% | 9 |
|
2019
Q4 | $5.9M | Buy |
+76,721
| New | +$5.9M | 2.88% | 9 |
|