Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $101K | Buy |
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2023
Q2 | $104K | Buy |
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|
2023
Q1 | $96.4K | Sell |
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|
2022
Q4 | $110K | Sell |
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|
2022
Q3 | $104K | Buy |
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|
2022
Q2 | $109K | Buy |
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|
2022
Q1 | $132K | Hold |
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|
2021
Q4 | $139K | Sell |
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|
2021
Q3 | $150K | Buy |
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|
2021
Q2 | $65.6K | Hold |
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|
2021
Q1 | $60.8K | Hold |
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|
2020
Q4 | $57.2K | Hold |
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|
2020
Q3 | $50.1K | Hold |
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|
2020
Q2 | $46.2K | Hold |
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|
2020
Q1 | $38K | Buy |
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|
2019
Q4 | $18.6K | Hold |
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|
2019
Q3 | $17.2K | Sell |
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|
2019
Q2 | $21.4K | Hold |
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|
2019
Q1 | $20.7K | Buy |
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|
2018
Q4 | $14.6K | Hold |
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|
2018
Q3 | $17.2K | Hold |
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|
2018
Q2 | $16.1K | Buy |
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|
2018
Q1 | $11.6K | Buy |
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|
2017
Q4 | $10.9K | Sell |
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|
2017
Q3 | $10.4K | Buy |
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|
2017
Q2 | $9.24K | Buy |
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|
2017
Q1 | $8.56K | Buy |
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|
2016
Q4 | $7.58K | Hold |
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|
2016
Q3 | $7.33K | Hold |
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|
2016
Q2 | $7.04K | Hold |
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|
2016
Q1 | $6.9K | Buy |
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