Maxim Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $382K | Buy |
29,754
+2,940
| +11% | +$37.7K | 0.34% | 31 |
|
|
2020
Q1 | $270K | Buy |
26,814
+180
| +0.7% | +$1.81K | 0.28% | 30 |
|
|
2019
Q4 | $266K | Buy |
26,634
+4,956
| +23% | +$49.5K | 0.27% | 24 |
|
|
2019
Q3 | $257K | Sell |
21,678
-2,418
| -10% | -$28.7K | 0.23% | 25 |
|
|
2019
Q2 | $283K | Sell |
24,096
-108
| -0.4% | -$1.27K | 0.26% | 24 |
|
|
2019
Q1 | $275K | Sell |
24,204
-2,430
| -9% | -$27.6K | 0.26% | 24 |
|
|
2018
Q4 | $266K | Buy |
+26,634
| New | +$266K | 0.27% | 24 |
|