Kanaly Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $92K | Hold |
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|
2016
Q3 | $89K | Hold |
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|
2016
Q2 | $86K | Hold |
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|
2016
Q1 | $84K | Hold |
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|
2015
Q4 | $84K | Hold |
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|
2015
Q3 | $79K | Hold |
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|
2015
Q2 | $86K | Hold |
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|
2015
Q1 | $86K | Sell |
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|
2014
Q4 | $110K | Hold |
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|
2014
Q3 | $105K | Hold |
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|
2014
Q2 | $105K | Hold |
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|
2014
Q1 | $101K | Sell |
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|
2013
Q4 | $178K | Sell |
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|
2013
Q3 | $3.75M | Sell |
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|
2013
Q2 | $3.58M | Buy |
|