Huber Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
$1.54M Buy
2019
Q4
$1.55M Sell
2019
Q3
$1.49M Sell
2019
Q2
$1.55M Sell
2019
Q1
$1.64M Buy
2018
Q4
$1.3M Buy
2018
Q3
$855K Buy
2018
Q2
$709K Buy
2018
Q1
$573K Buy
2017
Q4
$486K Buy