Sullivan, Bruyette, Speros & Blaney’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
Q1 | $529K | Sell |
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|
2020
Q4 | $563K | Buy |
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|
2020
Q3 | $492K | Sell |
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|
2020
Q2 | $458K | Buy |
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|
2020
Q1 | $376K | Sell |
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|
2019
Q4 | $496K | Buy |
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|
2019
Q3 | $449K | Buy |
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|
2019
Q2 | $446K | Sell |
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|
2019
Q1 | $444K | Buy |
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|
2018
Q4 | $383K | Sell |
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|
2018
Q3 | $481K | Buy |
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|
2018
Q2 | $449K | Sell |
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|
2018
Q1 | $480K | Buy |
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|
2017
Q4 | $482K | Buy |
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|
2017
Q3 | $428K | Buy |
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|
2017
Q2 | $411K | Buy |
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|
2017
Q1 | $397K | Sell |
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|
2016
Q4 | $397K | Buy |
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|
2016
Q3 | $299K | Buy |
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|
2016
Q2 | $283K | Buy |
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