SBL
Sargent Bickham Lagudis’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.05M | Sell |
112,771
-2,215
| -2% | -$99.3K | 0.41% | 53 |
|
|
2022
Q3 | $4.83M | Buy |
114,986
+75
| +0.1% | +$3.15K | 0.43% | 49 |
|
|
2022
Q2 | $5.08M | Sell |
114,911
-37,805
| -25% | -$1.67M | 0.44% | 48 |
|
|
2022
Q1 | $8.15M | Buy |
152,716
+77,833
| +104% | +$4.16M | 0.63% | 35 |
|
|
2021
Q4 | $8.46M | Buy |
74,883
+3,313
| +5% | +$374K | 0.64% | 34 |
|
|
2021
Q3 | $7.43M | Buy |
71,570
+5,008
| +8% | +$520K | 0.61% | 35 |
|
|
2021
Q2 | $6.94M | Sell |
66,562
-5,215
| -7% | -$544K | 0.57% | 40 |
|
|
2021
Q1 | $6.94M | Buy |
71,777
+652
| +0.9% | +$63.1K | 0.61% | 36 |
|
|
2020
Q4 | $6.47M | Sell |
71,125
-2,636
| -4% | -$240K | 0.6% | 38 |
|
|
2020
Q3 | $5.87M | Sell |
73,761
-3,251
| -4% | -$259K | 0.59% | 39 |
|
|
2020
Q2 | $5.66M | Buy |
77,012
+40,339
| +110% | +$2.96M | 0.61% | 35 |
|
|
2020
Q1 | $2.22M | Sell |
36,673
-2,953
| -7% | -$178K | 0.29% | 75 |
|
|
2019
Q4 | $3.05M | Sell |
39,626
-213
| -0.5% | -$16.4K | 0.34% | 67 |
|
|
2019
Q3 | $2.83M | Buy |
39,839
+2,922
| +8% | +$207K | 0.34% | 64 |
|
|
2019
Q2 | $2.6M | Sell |
36,917
-27,349
| -43% | -$1.93M | 0.31% | 68 |
|
|
2019
Q1 | $4.37M | Buy |
64,266
+8,019
| +14% | +$546K | 0.51% | 47 |
|
|
2018
Q4 | $3.37M | Buy |
56,247
+11,467
| +26% | +$687K | 0.44% | 56 |
|
|
2018
Q3 | $3.15M | Buy |
44,780
+3,287
| +8% | +$231K | 0.37% | 65 |
|
|
2018
Q2 | $2.74M | Buy |
41,493
+2,895
| +8% | +$191K | 0.34% | 70 |
|
|
2018
Q1 | $2.46M | Sell |
38,598
-50,891
| -57% | -$3.25M | 0.31% | 70 |
|
|
2017
Q4 | $5.77M | Sell |
89,489
-2,903
| -3% | -$187K | 0.69% | 29 |
|
|
2017
Q3 | $5.63M | Sell |
92,392
-2,573
| -3% | -$157K | 0.7% | 34 |
|
|
2017
Q2 | $5.55M | Buy |
94,965
+288
| +0.3% | +$16.8K | 0.71% | 32 |
|
|
2017
Q1 | $5.4M | Sell |
94,677
-35,994
| -28% | -$2.05M | 0.7% | 30 |
|
|
2016
Q4 | $7.08M | Sell |
130,671
-14,721
| -10% | -$798K | 1.09% | 18 |
|
|
2016
Q3 | $7.61K | Sell |
145,392
-2,842
| -2% | -$149 | 1.14% | 18 |
|
|
2016
Q2 | $7.46M | Sell |
148,234
-5,396
| -4% | -$271K | 1.16% | 14 |
|
|
2016
Q1 | $7.57M | Buy |
+153,630
| New | +$7.57M | 1.22% | 15 |
|