H
HoyleCohen’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $554K | Sell |
8,809
-763
| -8% | -$48K | 0.04% | 181 |
|
|
2024
Q1 | $584K | Buy |
9,572
+4
| +0% | +$244 | 0.04% | 189 |
|
|
2023
Q4 | $533K | Buy |
9,568
+768
| +9% | +$42.8K | 0.04% | 192 |
|
|
2023
Q3 | $439K | Buy |
8,800
+4
| +0% | +$199 | 0.04% | 187 |
|
|
2023
Q2 | $455K | Sell |
8,796
-146
| -2% | -$7.55K | 0.04% | 195 |
|
|
2023
Q1 | $428K | Buy |
8,942
+5
| +0.1% | +$239 | 0.04% | 192 |
|
|
2022
Q4 | $400K | Buy |
8,937
+5
| +0.1% | +$224 | 0.04% | 200 |
|
|
2022
Q3 | $375K | Buy |
8,932
+934
| +12% | +$39.2K | 0.04% | 195 |
|
|
2022
Q2 | $353K | Buy |
7,998
+1
| +0% | +$44 | 0.04% | 202 |
|
|
2022
Q1 | $427K | Buy |
7,997
+3,999
| +100% | +$214K | 0.04% | 196 |
|
|
2021
Q4 | $452K | Buy |
+3,998
| New | +$452K | 0.04% | 200 |
|