SS
Simplicity Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,469
| Closed | -$317K | – | 867 |
|
|
2019
Q3 | $317K | Sell |
4,469
-6,287
| -58% | -$446K | 0.01% | 530 |
|
|
2019
Q2 | $759K | Sell |
10,756
-14,637
| -58% | -$1.03M | 0.03% | 306 |
|
|
2019
Q1 | $1.73M | Buy |
25,393
+18,957
| +295% | +$1.29M | 0.1% | 172 |
|
|
2018
Q4 | $386K | Sell |
6,436
-34,265
| -84% | -$2.06M | 0.05% | 370 |
|
|
2018
Q3 | $2.87M | Buy |
40,701
+6,247
| +18% | +$440K | 0.16% | 80 |
|
|
2018
Q2 | $2.27M | Buy |
34,454
+31,289
| +989% | +$2.07M | 0.16% | 74 |
|
|
2018
Q1 | $202K | Buy |
+3,165
| New | +$202K | 0.02% | 347 |
|
|
2016
Q1 | – | Sell |
-12,531
| Closed | -$615K | – | 452 |
|
|
2015
Q4 | $615K | Buy |
+12,531
| New | +$615K | 0.07% | 396 |
|