Private Vista’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $3.14M | Buy |
256,704
+6
| +0% | +$73 | 1.52% | 18 |
|
|
2020
Q1 | $2.59M | Buy |
256,698
+12
| +0% | +$121 | 0.98% | 24 |
|
|
2019
Q4 | $3.29M | Buy |
256,686
+96
| +0% | +$1.23K | 0.89% | 20 |
|
|
2019
Q3 | $3.04M | Buy |
256,590
+35,466
| +16% | +$420K | 0.81% | 22 |
|
|
2019
Q2 | $2.6M | Sell |
221,124
-36,174
| -14% | -$426K | 0.65% | 27 |
|
|
2019
Q1 | $2.92M | Buy |
257,298
+102
| +0% | +$1.16K | 0.72% | 26 |
|
|
2018
Q4 | $2.57M | Sell |
257,196
-13,650
| -5% | -$136K | 0.6% | 30 |
|
|
2018
Q3 | $3.18M | Buy |
270,846
+78
| +0% | +$915 | 0.65% | 25 |
|
|
2018
Q2 | $2.98M | Hold |
270,768
| – | – | 0.69% | 24 |
|
|
2018
Q1 | $2.88M | Buy |
+270,768
| New | +$2.88M | 0.84% | 17 |
|
|
2017
Q4 | – | Sell |
-270,600
| Closed | -$2.75M | – | 105 |
|
|
2017
Q3 | $2.75M | Buy |
270,600
+1,536
| +0.6% | +$15.6K | 0.6% | 25 |
|
|
2017
Q2 | $2.62M | Buy |
269,064
+78
| +0% | +$760 | 0.63% | 22 |
|
|
2017
Q1 | $2.56M | Buy |
+268,986
| New | +$2.56M | 0.64% | 24 |
|
|
2016
Q4 | – | Sell |
-268,812
| Closed | -$2.31M | – | 72 |
|
|
2016
Q3 | $2.31M | Buy |
+268,812
| New | +$2.31M | 0.58% | 26 |
|