Managed Account Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $597K | Sell |
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|
2021
Q2 | $617K | Sell |
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|
2021
Q1 | $574K | Buy |
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|
2020
Q4 | $539K | Buy |
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|
2020
Q3 | $470K | Sell |
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|
2020
Q2 | $495K | Buy |
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|
2020
Q1 | $350K | Buy |
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|
2019
Q4 | $349K | Hold |
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|
2019
Q3 | $317K | Buy |
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|
2019
Q2 | $317K | Buy |
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|
2019
Q1 | $305K | Buy |
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|
2018
Q4 | $234K | Buy |
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