Private Capital Management (Colorado)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.8M | Buy |
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|
2024
Q3 | $2.68M | Sell |
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|
2024
Q2 | $2.55M | Sell |
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|
2024
Q1 | $2.63M | Sell |
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|
2023
Q4 | $2.52M | Buy |
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|
2023
Q3 | $2.25M | Sell |
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|
2023
Q2 | $2.44M | Sell |
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|
2023
Q1 | $2.29M | Sell |
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|
2022
Q4 | $2.29M | Sell |
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|
2022
Q3 | $2.43M | Sell |
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|
2022
Q2 | $4.44M | Hold |
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|
2022
Q1 | $4.44M | Buy |
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|
2021
Q4 | $3.43M | Sell |
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|
2021
Q3 | $3.23M | Sell |
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|
2021
Q2 | $3.29M | Buy |
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|
2021
Q1 | $3.02M | Buy |
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|
2020
Q4 | $2.74M | Buy |
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|
2020
Q3 | $2.37M | Sell |
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|
2020
Q2 | $2.2M | Sell |
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|
2020
Q1 | $1.86M | Sell |
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|
2019
Q4 | $2.4M | Hold |
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|
2019
Q3 | $2.4M | Sell |
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|
2019
Q2 | $2.49M | Buy |
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|
2019
Q1 | $2.38M | Sell |
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|
2018
Q4 | $2.1M | Buy |
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