Pittenger & Anderson Inc’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-324
| Closed | -$5K | – | 420 |
|
|
2021
Q1 | $5K | Buy |
+324
| New | +$5K | ﹤0.01% | 342 |
|
|
2019
Q2 | – | Sell |
-126
| Closed | -$1K | – | 384 |
|
|
2019
Q1 | $1K | Hold |
126
| – | – | ﹤0.01% | 374 |
|
|
2018
Q4 | $1K | Sell |
126
-264
| -68% | -$2.1K | ﹤0.01% | 358 |
|
|
2018
Q3 | $5K | Buy |
390
+72
| +23% | +$923 | ﹤0.01% | 349 |
|
|
2018
Q2 | $3K | Buy |
+318
| New | +$3K | ﹤0.01% | 362 |
|
|
2015
Q4 | – | Sell |
-16,110
| Closed | -$125K | – | 428 |
|
|
2015
Q3 | $125K | Buy |
16,110
+120
| +0.8% | +$931 | 0.02% | 272 |
|
|
2015
Q2 | $134K | Hold |
15,990
| – | – | 0.02% | 271 |
|
|
2015
Q1 | $135K | Hold |
15,990
| – | – | 0.02% | 270 |
|
|
2014
Q4 | $133K | Buy |
+15,990
| New | +$133K | 0.02% | 258 |
|