SkyOak Wealth’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
2020
Q3
Sell
-43,710
Closed -$535K 232
2020
Q2
$535K Buy
43,710
+9,090
+26% +$111K 0.2% 118
2020
Q1
$349K Buy
34,620
+16,854
+95% +$170K 0.18% 141
2019
Q4
$228K Buy
+17,766
New +$228K 0.07% 263