SAM
SP Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,116
| Closed | -$227K | – | 127 |
|
|
2021
Q4 | $227K | Hold |
2,116
| – | – | 0.02% | 117 |
|
|
2021
Q3 | $232K | Hold |
2,116
| – | – | 0.02% | 120 |
|
|
2021
Q2 | $225K | Hold |
2,116
| – | – | 0.02% | 116 |
|
|
2021
Q1 | $215K | Buy |
+2,116
| New | +$215K | 0.03% | 105 |
|