Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.34M | Hold |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $1.03M | Buy |
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|
2020
Q1 | $847K | Sell |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $978K | Sell |
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|
2019
Q1 | $952K | Buy |
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|
2018
Q4 | $321K | Buy |
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|
2018
Q3 | $244K | Buy |
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|
2018
Q2 | $228K | Hold |
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|
2018
Q1 | $220K | Sell |
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|
2017
Q4 | $450K | Buy |
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|
2017
Q3 | $283K | Sell |
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|
2017
Q2 | $290K | Hold |
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|
2017
Q1 | $283K | Buy |
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|
2016
Q4 | $249K | Buy |
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