Newman & Schimel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.54M | Buy |
304,158
+19,533
| +7% | +$292K | 2.05% | 11 |
|
|
2022
Q3 | $3.98M | Buy |
284,625
+102,096
| +56% | +$1.43M | 1.97% | 11 |
|
|
2022
Q2 | $2.69M | Buy |
182,529
+486
| +0.3% | +$7.16K | 1.29% | 13 |
|
|
2022
Q1 | $3.24M | Buy |
182,043
+50,961
| +39% | +$907K | 2.11% | 9 |
|
|
2021
Q4 | $2.47M | Buy |
131,082
+41,112
| +46% | +$774K | 1.4% | 11 |
|
|
2021
Q3 | $1.56M | Buy |
89,970
+12,858
| +17% | +$223K | 0.97% | 12 |
|
|
2021
Q2 | $1.34M | Sell |
77,112
-5,760
| -7% | -$100K | 0.84% | 15 |
|
|
2021
Q1 | $1.34M | Buy |
82,872
+44,772
| +118% | +$722K | 0.89% | 14 |
|
|
2020
Q4 | $578K | Buy |
+38,100
| New | +$578K | 0.48% | 21 |
|