Pacific Wealth Strategies Group’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
Q2 | – | Sell |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $801K | Sell |
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|
2021
Q3 | $753K | Sell |
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|
2021
Q2 | $808K | Sell |
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|
2021
Q1 | $1.58M | Sell |
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|
2020
Q4 | $1.82M | Sell |
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|
2020
Q3 | $3.45M | Buy |
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|
2020
Q2 | $2.79M | Buy |
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|
2020
Q1 | $1.18M | Sell |
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|
2019
Q4 | $7.06M | Buy |
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|
2019
Q3 | $6.23M | Buy |
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|
2019
Q2 | $5.98M | Buy |
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|
2019
Q1 | $5.67M | Sell |
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|
2018
Q4 | $5.03M | Buy |
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|
2018
Q3 | $5.31M | Buy |
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|
2018
Q2 | $4.66M | Buy |
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|
2018
Q1 | $4M | Buy |
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|
2017
Q4 | $3.22M | Buy |
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