Huber Financial 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 | $1.54M | Buy |
152,610
+31,704
| +26% | +$319K | 0.58% | 22 |
|
|
2019
Q4 | $1.55M | Sell |
120,906
-4,914
| -4% | -$63K | 0.54% | 26 |
|
|
2019
Q3 | $1.49M | Sell |
125,820
-6,354
| -5% | -$75.2K | 0.58% | 27 |
|
|
2019
Q2 | $1.55M | Sell |
132,174
-12,384
| -9% | -$146K | 0.67% | 19 |
|
|
2019
Q1 | $1.64M | Buy |
144,558
+13,938
| +11% | +$158K | 0.8% | 15 |
|
|
2018
Q4 | $1.31M | Buy |
130,620
+57,744
| +79% | +$577K | 0.71% | 21 |
|
|
2018
Q3 | $855K | Buy |
72,876
+8,328
| +13% | +$97.7K | 0.66% | 31 |
|
|
2018
Q2 | $709K | Buy |
64,548
+10,698
| +20% | +$118K | 0.65% | 29 |
|
|
2018
Q1 | $573K | Buy |
53,850
+8,652
| +19% | +$92.1K | 0.56% | 34 |
|
|
2017
Q4 | $486K | Buy |
+45,198
| New | +$486K | 0.54% | 34 |
|