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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