Leonetti & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $259K | Hold |
25,932
| – | – | 0.1% | 32 |
|
|
2018
Q3 | $304K | Hold |
25,932
| – | – | 0.08% | 33 |
|
|
2018
Q2 | $285K | Buy |
25,932
+4,800
| +23% | +$52.8K | 0.08% | 35 |
|
|
2018
Q1 | $225K | Sell |
21,132
-2,400
| -10% | -$25.6K | 0.07% | 40 |
|
|
2017
Q4 | $253K | Hold |
23,532
| – | – | 0.07% | 38 |
|
|
2017
Q3 | $239K | Buy |
+23,532
| New | +$239K | 0.06% | 42 |
|