Paracle Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $266K | Buy |
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|
2020
Q4 | $251K | Buy |
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|
2020
Q3 | $213K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $272K | Buy |
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|
2018
Q3 | $277K | Buy |
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|
2018
Q2 | $258K | Hold |
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|
2018
Q1 | $250K | Buy |
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|
2017
Q4 | $244K | Buy |
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|
2017
Q3 | $230K | Buy |
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|
2017
Q2 | $220K | Sell |
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|
2017
Q1 | $333K | Buy |
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