RM
Resource Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.58M | Buy |
13,936
+437
| +3% | +$49.4K | 0.16% | 45 |
|
|
2021
Q3 | $1.4M | Buy |
13,499
+287
| +2% | +$29.8K | 0.16% | 48 |
|
|
2021
Q2 | $1.38M | Buy |
13,212
+741
| +6% | +$77.3K | 0.16% | 48 |
|
|
2021
Q1 | $1.21M | Hold |
12,471
| – | – | 0.15% | 51 |
|
|
2020
Q4 | $1.14M | Hold |
12,471
| – | – | 0.16% | 52 |
|
|
2020
Q3 | $993K | Hold |
12,471
| – | – | 0.16% | 53 |
|
|
2020
Q2 | $916K | Hold |
12,471
| – | – | 0.16% | 52 |
|
|
2020
Q1 | $754K | Sell |
12,471
-484
| -4% | -$29.3K | 0.16% | 52 |
|
|
2019
Q4 | $996K | Buy |
12,955
+6
| +0% | +$461 | 0.16% | 49 |
|
|
2019
Q3 | $919K | Sell |
12,949
-674
| -5% | -$47.8K | 0.16% | 49 |
|
|
2019
Q2 | $961K | Hold |
13,623
| – | – | 0.17% | 49 |
|
|
2019
Q1 | $927K | Buy |
13,623
+2,413
| +22% | +$164K | 0.17% | 53 |
|
|
2018
Q4 | $671K | Buy |
11,210
+8
| +0.1% | +$479 | 0.14% | 59 |
|
|
2018
Q3 | $788K | Buy |
11,202
+4
| +0% | +$281 | 0.14% | 58 |
|
|
2018
Q2 | $738K | Buy |
11,198
+7,180
| +179% | +$473K | 0.14% | 61 |
|
|
2018
Q1 | $256K | Sell |
4,018
-7,176
| -64% | -$457K | 0.05% | 107 |
|
|
2017
Q4 | $718K | Buy |
+11,194
| New | +$718K | 0.15% | 59 |
|