Rowland Carmichael Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $717K | Buy |
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|
2020
Q3 | $627K | Buy |
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|
2020
Q2 | $484K | Hold |
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|
2020
Q1 | $398K | Buy |
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|
2019
Q4 | $494K | Buy |
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|
2019
Q3 | $456K | Sell |
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|
2019
Q2 | $732K | Buy |
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|
2019
Q1 | $704K | Sell |
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|
2018
Q4 | $624K | Hold |
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|
2018
Q3 | $733K | Hold |
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|
2018
Q2 | $687K | Hold |
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|
2018
Q1 | $664K | Sell |
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|
2017
Q4 | $724K | Buy |
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|
2017
Q3 | $679K | Sell |
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|
2017
Q2 | $661K | Buy |
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|
2017
Q1 | $482K | Sell |
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|
2016
Q4 | $551K | Buy |
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|
2016
Q3 | $504K | Sell |
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|
2016
Q2 | $589K | Sell |
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|
2016
Q1 | $709K | Buy |
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