Nachman Norwood & Parrott’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
Q2
$1.11M Hold
2021
Q1
$1.03M Sell
2020
Q4
$982K Sell
2020
Q3
$876K Sell
2020
Q2
$835K Sell
2020
Q1
$711K Hold
2019
Q4
$905K Sell
2019
Q3
$846K Sell
2019
Q2
$846K Sell
2019
Q1
$835K Sell
2018
Q4
$753K Buy