Regent Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Regent Investment Management’s Portfolio SCHB Stock Details SCHB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell
2021 Q4	$209K	Buy
2015 Q3	–	Sell
2015 Q2	$211K	Sell
2015 Q1	$225K	Sell
2014 Q4	$296K	Buy
2014 Q3	–	Sell
2014 Q2	$345K	Sell
2014 Q1	$573K	Sell
2013 Q4	$731K	Buy