SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $510K | Sell |
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2020
Q3 | $452K | Sell |
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2020
Q2 | $738K | Sell |
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|
2020
Q1 | $629K | Sell |
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|
2019
Q4 | $1.19M | Sell |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | $836K | Buy |
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|
2018
Q3 | $556K | Buy |
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|
2018
Q2 | $520K | Sell |
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|
2018
Q1 | $501K | Sell |
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|
2017
Q4 | $571K | Buy |
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|
2017
Q3 | $501K | Buy |
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|
2017
Q2 | $276K | Buy |
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|
2017
Q1 | $250K | Sell |
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|
2016
Q4 | $641K | Buy |
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|
2016
Q3 | $589K | Sell |
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|
2016
Q2 | $642K | Buy |
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|
2016
Q1 | $463K | Buy |
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|
2015
Q4 | $423K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $6.43M | Buy |
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|
2014
Q4 | $6.2M | Buy |
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|
2014
Q3 | $5.57M | Buy |
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|
2014
Q2 | $5.46M | Buy |
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