MinichMacGregor Wealth 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
Q1 | – | Sell |
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|
2022
Q4 | $69.6K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.17M | Buy |
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|
2019
Q3 | $1.95M | Sell |
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|
2019
Q2 | $3.35M | Buy |
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|
2019
Q1 | $3.06M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3.01M | Buy |
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|
2018
Q2 | $2.82M | Sell |
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|
2018
Q1 | $2.73M | Sell |
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|
2017
Q4 | $3.12M | Buy |
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|
2017
Q3 | $2.79M | Buy |
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|
2017
Q2 | $2.67M | Buy |
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|
2017
Q1 | $2.56M | Buy |
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|
2016
Q4 | $2.31M | Buy |
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|
2016
Q3 | $2.15M | Buy |
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|
2016
Q2 | $2.02M | Buy |
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|
2016
Q1 | $1.98M | Buy |
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|
2015
Q4 | $1.9M | Buy |
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