RegentAtlantic Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-57,546
| Closed | -$547K | – | 409 |
|
|
2017
Q1 | $547K | Sell |
57,546
-26,448
| -31% | -$251K | 0.05% | 264 |
|
|
2016
Q4 | $758K | Hold |
83,994
| – | – | 0.07% | 223 |
|
|
2016
Q3 | $732K | Buy |
+83,994
| New | +$732K | 0.08% | 228 |
|
|
2015
Q1 | – | Sell |
-6,000
| Closed | -$50.2K | – | 830 |
|
|
2014
Q4 | $50.2K | Buy |
+6,000
| New | +$50.2K | ﹤0.01% | 580 |
|