SEEDPG
S.E.E.D. Planning Group’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-41,628
| Closed | -$1.87M | – | 90 |
|
|
2022
Q4 | $1.87M | Sell |
41,628
-757
| -2% | -$33.9K | 0.81% | 36 |
|
|
2022
Q3 | $1.78M | Buy |
42,385
+3,722
| +10% | +$156K | 0.83% | 36 |
|
|
2022
Q2 | $1.71M | Buy |
38,663
+4,163
| +12% | +$184K | 0.77% | 36 |
|
|
2022
Q1 | $1.84M | Buy |
34,500
+17,333
| +101% | +$925K | 0.79% | 39 |
|
|
2021
Q4 | $1.94M | Buy |
17,167
+82
| +0.5% | +$9.27K | 0.84% | 39 |
|
|
2021
Q3 | $1.77M | Sell |
17,085
-985
| -5% | -$102K | 0.84% | 38 |
|
|
2021
Q2 | $1.88M | Sell |
18,070
-2,229
| -11% | -$232K | 0.93% | 33 |
|
|
2021
Q1 | $1.96M | Buy |
20,299
+122
| +0.6% | +$11.8K | 1.08% | 32 |
|
|
2020
Q4 | $1.84M | Sell |
20,177
-627
| -3% | -$57.1K | 1.1% | 34 |
|
|
2020
Q3 | $1.66M | Sell |
20,804
-1,437
| -6% | -$114K | 1.21% | 33 |
|
|
2020
Q2 | $1.63M | Buy |
22,241
+2,097
| +10% | +$154K | 1.28% | 33 |
|
|
2020
Q1 | $1.22M | Buy |
20,144
+1,151
| +6% | +$69.5K | 1.18% | 32 |
|
|
2019
Q4 | $1.46M | Buy |
+18,993
| New | +$1.46M | 1.27% | 29 |
|