Leo Brokerage’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.8M | Sell |
162,633
-1,029
| -0.6% | -$17.7K | 0.32% | 46 |
|
|
2023
Q1 | $2.61M | Buy |
+163,662
| New | +$2.61M | 0.39% | 47 |
|
|
2022
Q2 | $2.86M | Sell |
194,133
-107,553
| -36% | -$1.58M | 0.77% | 32 |
|
|
2022
Q1 | $5.37M | Buy |
+301,686
| New | +$5.37M | 0.86% | 21 |
|
|
2021
Q3 | $11.3M | Buy |
655,182
+1,506
| +0.2% | +$26.1K | 2.1% | 11 |
|
|
2021
Q2 | $11.4M | Sell |
653,676
-894
| -0.1% | -$15.5K | 2.28% | 11 |
|
|
2021
Q1 | $10.6M | Buy |
654,570
+79,902
| +14% | +$1.29M | 2.99% | 8 |
|
|
2020
Q4 | $8.72M | Sell |
574,668
-46,770
| -8% | -$709K | 2.81% | 9 |
|
|
2020
Q3 | $7.61M | Buy |
+621,438
| New | +$7.61M | 3.14% | 12 |
|