Kays Financial Advisory’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
Q3 | $36.1M | Buy |
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2020
Q2 | $32.8M | Sell |
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2020
Q1 | $28.6M | Sell |
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|
2019
Q4 | $38.8M | Buy |
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|
2019
Q3 | $35.2M | Buy |
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|
2019
Q2 | $34.8M | Buy |
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|
2019
Q1 | $32.3M | Buy |
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|
2018
Q4 | $25.9M | Buy |
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|
2018
Q3 | $27.9M | Buy |
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|
2018
Q2 | $25.8M | Buy |
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|
2018
Q1 | $24.6M | Sell |
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|
2017
Q4 | $25.1M | Buy |
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|
2017
Q3 | $23.1M | Buy |
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|
2017
Q2 | $21.3M | Buy |
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|
2017
Q1 | $20.7M | Buy |
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|
2016
Q4 | $19.6M | Buy |
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|
2016
Q3 | $17.9M | Buy |
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|
2016
Q2 | $16.6M | Buy |
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|
2016
Q1 | $16.1M | Buy |
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|
2015
Q4 | $15.5M | Buy |
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|
2015
Q3 | $13.9M | Buy |
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|
2015
Q2 | $14.6M | Buy |
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|
2015
Q1 | $14.3M | Sell |
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|
2014
Q4 | $14.2M | Buy |
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|
2014
Q3 | $13.1M | Buy |
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