PA
Paracle Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $266K | Buy |
2,760
+2
| +0.1% | +$193 | 0.05% | 79 |
|
|
2020
Q4 | $251K | Buy |
2,758
+75
| +3% | +$6.83K | 0.05% | 87 |
|
|
2020
Q3 | $213K | Buy |
+2,683
| New | +$213K | 0.05% | 86 |
|
|
2019
Q1 | – | Sell |
-4,546
| Closed | -$272K | – | 67 |
|
|
2018
Q4 | $272K | Buy |
4,546
+611
| +16% | +$36.6K | 0.08% | 50 |
|
|
2018
Q3 | $277K | Buy |
3,935
+11
| +0.3% | +$774 | 0.08% | 46 |
|
|
2018
Q2 | $258K | Hold |
3,924
| – | – | 0.08% | 46 |
|
|
2018
Q1 | $250K | Buy |
3,924
+140
| +4% | +$8.92K | 0.08% | 45 |
|
|
2017
Q4 | $244K | Buy |
3,784
+3
| +0.1% | +$193 | 0.08% | 41 |
|
|
2017
Q3 | $230K | Buy |
3,781
+4
| +0.1% | +$243 | 0.08% | 45 |
|
|
2017
Q2 | $220K | Sell |
3,777
-2,072
| -35% | -$121K | 0.08% | 42 |
|
|
2017
Q1 | $333K | Buy |
+5,849
| New | +$333K | 0.13% | 37 |
|