SevenBridge Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,312
| Closed | -$288K | – | 169 |
|
|
2021
Q4 | $288K | Sell |
15,312
-7,788
| -34% | -$146K | 0.09% | 145 |
|
|
2021
Q3 | $400K | Buy |
23,100
+1,674
| +8% | +$29K | 0.13% | 117 |
|
|
2021
Q2 | $372K | Buy |
21,426
+2,550
| +14% | +$44.3K | 0.12% | 123 |
|
|
2021
Q1 | $304K | Buy |
18,876
+30
| +0.2% | +$483 | 0.11% | 123 |
|
|
2020
Q4 | $286K | Buy |
18,846
+42
| +0.2% | +$637 | 0.11% | 128 |
|
|
2020
Q3 | $250K | Sell |
18,804
-1,260
| -6% | -$16.8K | 0.11% | 121 |
|
|
2020
Q2 | $246K | Buy |
20,064
+42
| +0.2% | +$515 | 0.12% | 119 |
|
|
2020
Q1 | $202K | Buy |
+20,022
| New | +$202K | 0.12% | 124 |
|
|
2019
Q3 | – | Sell |
-7,680
| Closed | -$90K | – | 479 |
|
|
2019
Q2 | $90K | Buy |
+7,680
| New | +$90K | 0.03% | 200 |
|