Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,263
| Closed | -$215K | – | 562 |
|
|
2024
Q2 | $215K | Buy |
10,263
+249
| +2% | +$5.22K | 0.01% | 535 |
|
|
2024
Q1 | $204K | Buy |
+10,014
| New | +$204K | 0.01% | 550 |
|
|
2015
Q4 | – | Sell |
-330
| Closed | -$2K | – | 762 |
|
|
2015
Q3 | $2K | Hold |
330
| – | – | ﹤0.01% | 946 |
|
|
2015
Q2 | $2K | Hold |
330
| – | – | ﹤0.01% | 850 |
|
|
2015
Q1 | $3K | Hold |
330
| – | – | ﹤0.01% | 879 |
|
|
2014
Q4 | $3K | Buy |
+330
| New | +$3K | ﹤0.01% | 823 |
|
|
2013
Q3 | – | Sell |
-28,110
| Closed | -$182K | – | 944 |
|
|
2013
Q2 | $182K | Buy |
+28,110
| New | +$182K | 0.1% | 158 |
|