SMFS
Squar Milner Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-592
| Closed | -$35K | – | 628 |
|
|
2020
Q1 | $35K | Hold |
592
| – | – | 0.02% | 391 |
|
|
2019
Q4 | $45K | Buy |
+592
| New | +$45K | 0.02% | 420 |
|
|
2019
Q3 | – | Sell |
-677
| Closed | -$48K | – | 615 |
|
|
2019
Q2 | $48K | Sell |
677
-2,972
| -81% | -$211K | 0.03% | 354 |
|
|
2019
Q1 | $248K | Hold |
3,649
| – | – | 0.18% | 136 |
|
|
2018
Q4 | $219K | Sell |
3,649
-37
| -1% | -$2.22K | 0.21% | 123 |
|
|
2018
Q3 | $259K | Hold |
3,686
| – | – | 0.23% | 115 |
|
|
2018
Q2 | $243K | Hold |
3,686
| – | – | 0.21% | 128 |
|
|
2018
Q1 | $235K | Hold |
3,686
| – | – | 0.3% | 126 |
|
|
2017
Q4 | $253K | Buy |
+3,686
| New | +$253K | 0.31% | 119 |
|