Sonora Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $141K | Hold |
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|
2021
Q2 | $142K | Buy |
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|
2021
Q1 | $131K | Sell |
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|
2020
Q4 | $147K | Hold |
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|
2020
Q3 | $128K | Hold |
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|
2020
Q2 | $118K | Hold |
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|
2020
Q1 | $97K | Hold |
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|
2019
Q4 | $124K | Sell |
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|
2019
Q3 | $120K | Hold |
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|
2019
Q2 | $119K | Sell |
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|
2019
Q1 | $191K | Sell |
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|
2018
Q4 | $235K | Hold |
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|
2018
Q3 | $276K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $10.2K | Buy |
|