Schubert & Co’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,026
| Closed | -$16.4K | – | 1238 |
|
|
2023
Q1 | $16.4K | Hold |
1,026
| – | – | 0.01% | 154 |
|
|
2022
Q4 | $15.3K | Sell |
1,026
-90
| -8% | -$1.34K | 0.01% | 141 |
|
|
2022
Q3 | $16K | Hold |
1,116
| – | – | 0.02% | 126 |
|
|
2022
Q2 | $16K | Hold |
1,116
| – | – | 0.01% | 127 |
|
|
2022
Q1 | $20K | Hold |
1,116
| – | – | 0.02% | 84 |
|
|
2021
Q4 | $21K | Buy |
+1,116
| New | +$21K | 0.02% | 69 |
|