LIM
Loudon Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,941
| Closed | -$491K | – | 96 |
|
|
2023
Q3 | $491K | Hold |
6,941
| – | – | 0.34% | 69 |
|
|
2023
Q2 | $504K | Buy |
6,941
+131
| +2% | +$9.51K | 0.33% | 65 |
|
|
2023
Q1 | $498K | Buy |
6,810
+105
| +2% | +$7.68K | 0.35% | 67 |
|
|
2022
Q4 | $506K | Buy |
6,705
+235
| +4% | +$17.8K | 0.37% | 64 |
|
|
2022
Q3 | $430K | Buy |
6,470
+365
| +6% | +$24.3K | 0.34% | 66 |
|
|
2022
Q2 | $437K | Buy |
6,105
+100
| +2% | +$7.16K | 0.33% | 65 |
|
|
2022
Q1 | $474K | Buy |
6,005
+65
| +1% | +$5.13K | 0.31% | 67 |
|
|
2021
Q4 | $480K | Hold |
5,940
| – | – | 0.31% | 68 |
|
|
2021
Q3 | $441K | Hold |
5,940
| – | – | 0.31% | 63 |
|
|
2021
Q2 | $449K | Buy |
5,940
+645
| +12% | +$48.8K | 0.31% | 63 |
|
|
2021
Q1 | $386K | Buy |
5,295
+915
| +21% | +$66.7K | 0.28% | 63 |
|
|
2020
Q4 | $281K | Hold |
4,380
| – | – | 0.22% | 66 |
|
|
2020
Q3 | $242K | Buy |
4,380
+30
| +0.7% | +$1.66K | 0.2% | 70 |
|
|
2020
Q2 | $225K | Buy |
+4,350
| New | +$225K | 0.19% | 73 |
|