Private Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $268K | Hold |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $266K | Hold |
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|
2022
Q1 | $322K | Sell |
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|
2021
Q4 | $351K | Sell |
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|
2021
Q3 | $338K | Hold |
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|
2021
Q2 | $340K | Hold |
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|
2021
Q1 | $315K | Hold |
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|
2020
Q4 | $296K | Sell |
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|
2020
Q3 | $283K | Buy |
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|
2020
Q2 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Buy |
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