Private Vista’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $3.14M | Buy |
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|
2020
Q1 | $2.59M | Buy |
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|
2019
Q4 | $3.29M | Buy |
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|
2019
Q3 | $3.04M | Buy |
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|
2019
Q2 | $2.6M | Sell |
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|
2019
Q1 | $2.92M | Buy |
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|
2018
Q4 | $2.57M | Sell |
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|
2018
Q3 | $3.18M | Buy |
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|
2018
Q2 | $2.98M | Hold |
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|
2018
Q1 | $2.88M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $2.75M | Buy |
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|
2017
Q2 | $2.62M | Buy |
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|
2017
Q1 | $2.56M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.31M | Buy |
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