San Francisco Sentry Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $825K | Sell |
|
|||||
|
2021
Q1 | $776K | Sell |
|
|||||
|
2020
Q4 | $744K | Buy |
|
|||||
|
2020
Q3 | $618K | Sell |
|
|||||
|
2020
Q2 | $620K | Buy |
|
|||||
|
2020
Q1 | $502K | Sell |
|
|||||
|
2019
Q4 | $748K | Buy |
|
|||||
|
2019
Q3 | $691K | Hold |
|
|||||
|
2019
Q2 | $686K | Buy |
|
|||||
|
2019
Q1 | $661K | Buy |
|
|||||
|
2018
Q4 | $572K | Buy |
|
|||||
|
2018
Q3 | $651K | Buy |
|
|||||
|
2018
Q2 | $607K | Buy |
|
|||||
|
2018
Q1 | $562K | Buy |
|
|||||
|
2017
Q4 | $477K | Buy |
|
|||||
|
2017
Q3 | $99K | Buy |
|