Omnia Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $6.85M | Buy |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $237K | Hold |
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|
2020
Q3 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $7.92M | Sell |
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|
2019
Q3 | $7.35M | Sell |
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|
2019
Q2 | $7.34M | Sell |
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|
2019
Q1 | $7.08M | Buy |
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|
2018
Q4 | $6.14M | Buy |
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