Nachman Norwood & Parrott’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.11M | Hold |
63,834
| – | – | 0.11% | 122 |
|
|
2021
Q1 | $1.03M | Sell |
63,834
-948
| -1% | -$15.3K | 0.11% | 121 |
|
|
2020
Q4 | $982K | Sell |
64,782
-1,224
| -2% | -$18.6K | 0.11% | 118 |
|
|
2020
Q3 | $876K | Sell |
66,006
-2,166
| -3% | -$28.7K | 0.12% | 113 |
|
|
2020
Q2 | $835K | Sell |
68,172
-2,460
| -3% | -$30.1K | 0.14% | 111 |
|
|
2020
Q1 | $711K | Hold |
70,632
| – | – | 0.14% | 107 |
|
|
2019
Q4 | $905K | Sell |
70,632
-804
| -1% | -$10.3K | 0.15% | 108 |
|
|
2019
Q3 | $846K | Sell |
71,436
-498
| -0.7% | -$5.9K | 0.15% | 111 |
|
|
2019
Q2 | $846K | Sell |
71,934
-1,704
| -2% | -$20K | 0.15% | 109 |
|
|
2019
Q1 | $835K | Sell |
73,638
-1,758
| -2% | -$19.9K | 0.16% | 109 |
|
|
2018
Q4 | $753K | Buy |
+75,396
| New | +$753K | 0.16% | 107 |
|