Loudon Investment Management’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
Q4 | – | Sell |
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|
2023
Q3 | $491K | Hold |
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|
2023
Q2 | $504K | Buy |
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|
2023
Q1 | $498K | Buy |
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|
2022
Q4 | $506K | Buy |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | $437K | Buy |
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|
2022
Q1 | $474K | Sell |
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|
2021
Q4 | $480K | Hold |
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|
2021
Q3 | $441K | Hold |
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|
2021
Q2 | $449K | Buy |
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|
2021
Q1 | $386K | Buy |
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|
2020
Q4 | $281K | Hold |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q2 | $225K | Buy |
|