TC
TAP Consulting’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.8M | Buy |
123,527
+81,949
| +197% | +$1.86M | 0.57% | 52 |
|
|
2024
Q3 | $2.77M | Buy |
41,578
+1,396
| +3% | +$92.9K | 0.54% | 55 |
|
|
2024
Q2 | $2.53M | Buy |
40,182
+1,573
| +4% | +$98.9K | 0.53% | 55 |
|
|
2024
Q1 | $2.36M | Sell |
38,609
-1,590
| -4% | -$97.1K | 0.52% | 58 |
|
|
2023
Q4 | $2.24M | Sell |
40,199
-3,089
| -7% | -$172K | 0.53% | 47 |
|
|
2023
Q3 | $2.16M | Buy |
43,288
+1,354
| +3% | +$67.5K | 0.56% | 54 |
|
|
2023
Q2 | $2.17M | Buy |
41,934
+2,380
| +6% | +$123K | 0.53% | 55 |
|
|
2023
Q1 | $1.89M | Buy |
39,554
+2,711
| +7% | +$130K | 0.46% | 57 |
|
|
2022
Q4 | $1.65M | Buy |
36,843
+22,287
| +153% | +$999K | 0.43% | 57 |
|
|
2022
Q3 | $611K | Buy |
14,556
+632
| +5% | +$26.5K | 0.16% | 88 |
|
|
2022
Q2 | $615K | Sell |
13,924
-231
| -2% | -$10.2K | 0.17% | 80 |
|
|
2022
Q1 | $756K | Buy |
14,155
+8,728
| +161% | +$466K | 0.2% | 79 |
|
|
2021
Q4 | $613K | Sell |
5,427
-49
| -0.9% | -$5.54K | 0.14% | 93 |
|
|
2021
Q3 | $569K | Buy |
5,476
+596
| +12% | +$61.9K | 0.15% | 96 |
|
|
2021
Q2 | $509K | Buy |
4,880
+190
| +4% | +$19.8K | 0.14% | 100 |
|
|
2021
Q1 | $454K | Buy |
4,690
+1,866
| +66% | +$181K | 0.14% | 96 |
|
|
2020
Q4 | $257K | Buy |
2,824
+311
| +12% | +$28.3K | 0.09% | 117 |
|
|
2020
Q3 | $200K | Buy |
+2,513
| New | +$200K | 0.08% | 116 |
|