Private Ocean’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
Q2 | $356K | Sell |
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|
2024
Q1 | $353K | Buy |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $286K | Buy |
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|
2023
Q2 | $296K | Buy |
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|
2023
Q1 | $55.6K | Buy |
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|
2022
Q4 | $52K | Buy |
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|
2022
Q3 | $48K | Buy |
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|
2022
Q2 | $43K | Sell |
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|
2022
Q1 | $61K | Buy |
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|
2021
Q4 | $65K | Buy |
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|
2021
Q3 | $51K | Buy |
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|
2021
Q2 | $51K | Buy |
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|
2021
Q1 | $48K | Hold |
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|
2020
Q4 | $45K | Buy |
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|
2020
Q3 | $39K | Buy |
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|
2020
Q2 | $35K | Buy |
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|
2020
Q1 | $29K | Buy |
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|
2019
Q4 | $38K | Buy |
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|
2019
Q3 | $34K | Buy |
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|
2019
Q2 | $33K | Hold |
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|
2019
Q1 | $32K | Buy |
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|
2018
Q4 | $28K | Buy |
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|
2018
Q3 | $33K | Sell |
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|
2018
Q2 | $35K | Buy |
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|
2018
Q1 | $34K | Buy |
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|
2017
Q4 | $34K | Buy |
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|
2017
Q3 | $24K | Buy |
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|
2017
Q2 | $23K | Buy |
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|
2017
Q1 | $22K | Buy |
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|
2016
Q4 | $21K | Buy |
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|
2016
Q3 | $20K | Sell |
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|
2016
Q2 | $23K | Sell |
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|
2016
Q1 | $23K | Buy |
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|
2015
Q4 | $23K | Buy |
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|
2015
Q3 | $21K | Buy |
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|
2015
Q2 | $19K | Buy |
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|
2015
Q1 | $18K | Buy |
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|
2014
Q4 | $16K | Buy |
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|
2014
Q3 | $15K | Sell |
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|
2014
Q2 | $16K | Sell |
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|
2014
Q1 | $18K | Buy |
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|
2013
Q4 | $17K | Buy |
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