LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.68M | Sell |
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|
2022
Q4 | $2.54M | Buy |
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|
2022
Q3 | $2.32M | Buy |
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|
2022
Q2 | $2.43M | Buy |
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|
2022
Q1 | $2.9M | Sell |
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|
2021
Q4 | $3.13M | Buy |
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|
2021
Q3 | $2.88M | Buy |
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|
2021
Q2 | $2.87M | Buy |
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|
2021
Q1 | $2.62M | Buy |
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|
2020
Q4 | $2.44M | Buy |
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|
2020
Q3 | $2.13M | Buy |
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|
2020
Q2 | $1.96M | Sell |
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|
2020
Q1 | $1.72M | Buy |
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|
2019
Q4 | $2.1M | Buy |
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|
2019
Q3 | $1.94M | Buy |
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|
2019
Q2 | $1.88M | Buy |
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|
2019
Q1 | $1.64M | Sell |
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|
2018
Q4 | $1.48M | Sell |
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|
2018
Q3 | $1.76M | Buy |
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|
2018
Q2 | $1.61M | Buy |
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|
2018
Q1 | $1.49M | Buy |
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|
2017
Q4 | $1.31M | Buy |
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|
2017
Q3 | $1.23M | Buy |
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|
2017
Q2 | $1.18M | Buy |
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|
2017
Q1 | $1.15M | Buy |
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|
2016
Q4 | $984K | Buy |
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