Tiller Private Wealth’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
Q2 | – | Sell |
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|
2020
Q1 | $2.6M | Sell |
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|
2019
Q4 | $5.59M | Sell |
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|
2019
Q3 | $5.64M | Sell |
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|
2019
Q2 | $6.1M | Sell |
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|
2019
Q1 | $6.17M | Sell |
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|
2018
Q4 | $5.6M | Buy |
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|
2018
Q3 | $6.52M | Sell |
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|
2018
Q2 | $6.12M | Buy |
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|
2018
Q1 | $5.41M | Buy |
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|
2017
Q4 | $4.98M | Sell |
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|
2017
Q3 | $4.82M | Sell |
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|
2017
Q2 | $4.83M | Buy |
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|
2017
Q1 | $4.71M | Sell |
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|
2016
Q4 | $4.48M | Sell |
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|
2016
Q3 | $4.47M | Sell |
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|
2016
Q2 | $4.44M | Sell |
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|
2016
Q1 | $4.67M | Buy |
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|
2015
Q4 | $4.32M | Buy |
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