JFG Wealth Management’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
Q4 | – | Sell |
-1,698
| Closed | -$22.5K | – | 63 |
|
|
2020
Q3 | $22.5K | Buy |
+1,698
| New | +$22.5K | 0.02% | 47 |
|
|
2020
Q2 | – | Sell |
-65,334
| Closed | -$658K | – | 18 |
|
|
2020
Q1 | $658K | Buy |
65,334
+2,076
| +3% | +$20.9K | 1.08% | 8 |
|
|
2019
Q4 | $811K | Sell |
63,258
-2,466
| -4% | -$31.6K | 0.76% | 8 |
|
|
2019
Q3 | $778K | Hold |
65,724
| – | – | 0.71% | 8 |
|
|
2019
Q2 | $789K | Buy |
65,724
+6,018
| +10% | +$72.2K | 0.65% | 8 |
|
|
2019
Q1 | $677K | Sell |
59,706
-7,368
| -11% | -$83.5K | 0.57% | 8 |
|
|
2018
Q4 | $669K | Buy |
+67,074
| New | +$669K | 0.6% | 13 |
|