Palisade Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,775
| Closed | -$56.5K | – | 354 |
|
|
2024
Q1 | $56.5K | Buy |
+2,775
| New | +$56.5K | 0.01% | 260 |
|
|
2022
Q1 | – | Sell |
-14,988
| Closed | -$282K | – | 185 |
|
|
2021
Q4 | $282K | Sell |
14,988
-9,660
| -39% | -$182K | 0.03% | 168 |
|
|
2021
Q3 | $427K | Hold |
24,648
| – | – | 0.05% | 151 |
|
|
2021
Q2 | $428K | Buy |
24,648
+4,500
| +22% | +$78.1K | 0.05% | 150 |
|
|
2021
Q1 | $325K | Buy |
20,148
+720
| +4% | +$11.6K | 0.04% | 158 |
|
|
2020
Q4 | $295K | Buy |
+19,428
| New | +$295K | 0.04% | 160 |
|