SBSB
Sullivan, Bruyette, Speros & Blaney’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $529K | Sell |
5,470
-718
| -12% | -$69.4K | 0.02% | 179 |
|
|
2020
Q4 | $563K | Buy |
6,188
+8
| +0.1% | +$728 | 0.03% | 156 |
|
|
2020
Q3 | $492K | Sell |
6,180
-53
| -0.9% | -$4.22K | 0.03% | 150 |
|
|
2020
Q2 | $458K | Buy |
6,233
+3
| +0% | +$220 | 0.03% | 149 |
|
|
2020
Q1 | $376K | Sell |
6,230
-220
| -3% | -$13.3K | 0.03% | 146 |
|
|
2019
Q4 | $496K | Buy |
6,450
+121
| +2% | +$9.31K | 0.03% | 142 |
|
|
2019
Q3 | $449K | Buy |
6,329
+9
| +0.1% | +$638 | 0.03% | 143 |
|
|
2019
Q2 | $446K | Sell |
6,320
-207
| -3% | -$14.6K | 0.03% | 141 |
|
|
2019
Q1 | $444K | Buy |
6,527
+132
| +2% | +$8.98K | 0.03% | 128 |
|
|
2018
Q4 | $383K | Sell |
6,395
-438
| -6% | -$26.2K | 0.03% | 131 |
|
|
2018
Q3 | $481K | Buy |
6,833
+22
| +0.3% | +$1.55K | 0.04% | 97 |
|
|
2018
Q2 | $449K | Sell |
6,811
-709
| -9% | -$46.7K | 0.04% | 96 |
|
|
2018
Q1 | $480K | Buy |
7,520
+57
| +0.8% | +$3.64K | 0.05% | 91 |
|
|
2017
Q4 | $482K | Buy |
7,463
+428
| +6% | +$27.6K | 0.05% | 93 |
|
|
2017
Q3 | $428K | Buy |
7,035
+5
| +0.1% | +$304 | 0.04% | 95 |
|
|
2017
Q2 | $411K | Buy |
7,030
+65
| +0.9% | +$3.8K | 0.04% | 95 |
|
|
2017
Q1 | $397K | Sell |
6,965
-369
| -5% | -$21K | 0.04% | 94 |
|
|
2016
Q4 | $397K | Buy |
7,334
+1,626
| +28% | +$88K | 0.04% | 91 |
|
|
2016
Q3 | $299K | Buy |
5,708
+77
| +1% | +$4.03K | 0.03% | 110 |
|
|
2016
Q2 | $283K | Buy |
+5,631
| New | +$283K | 0.03% | 108 |
|