OA
Opes Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $6.31M | Buy |
105,252
+9,839
| +10% | +$590K | 4.51% | 8 |
|
|
2018
Q3 | $6.72M | Buy |
95,413
+5,521
| +6% | +$389K | 4.91% | 8 |
|
|
2018
Q2 | $5.93M | Buy |
89,892
+8,703
| +11% | +$574K | 4.35% | 8 |
|
|
2018
Q1 | $5.18M | Buy |
81,189
+3,425
| +4% | +$218K | 4.18% | 10 |
|
|
2017
Q4 | $5.02M | Buy |
77,764
+1,843
| +2% | +$119K | 3.57% | 12 |
|
|
2017
Q3 | $4.62M | Buy |
75,921
+3,356
| +5% | +$204K | 2.96% | 15 |
|
|
2017
Q2 | $4.34M | Buy |
72,565
+10,852
| +18% | +$648K | 2.69% | 14 |
|
|
2017
Q1 | $3.52M | Buy |
61,713
+10,321
| +20% | +$589K | 2.48% | 15 |
|
|
2016
Q4 | $2.78M | Buy |
+51,392
| New | +$2.78M | 2.86% | 14 |
|