Toth Financial Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-171
| Closed | -$2.95K | – | 830 |
|
|
2023
Q2 | $2.95K | Hold |
171
| – | – | ﹤0.01% | 600 |
|
|
2023
Q1 | $2.73K | Sell |
171
-15
| -8% | -$239 | ﹤0.01% | 608 |
|
|
2022
Q4 | $2.78K | Hold |
186
| – | – | ﹤0.01% | 553 |
|
|
2022
Q3 | $3K | Hold |
186
| – | – | ﹤0.01% | 603 |
|
|
2022
Q2 | $3K | Hold |
186
| – | – | ﹤0.01% | 565 |
|
|
2022
Q1 | $3K | Sell |
186
-84
| -31% | -$1.36K | ﹤0.01% | 594 |
|
|
2021
Q4 | $5K | Hold |
270
| – | – | ﹤0.01% | 568 |
|
|
2021
Q3 | $5K | Hold |
270
| – | – | ﹤0.01% | 559 |
|
|
2021
Q2 | $5K | Hold |
270
| – | – | ﹤0.01% | 506 |
|
|
2021
Q1 | $4K | Hold |
270
| – | – | ﹤0.01% | 527 |
|
|
2020
Q4 | $4K | Hold |
270
| – | – | ﹤0.01% | 474 |
|
|
2020
Q3 | $4K | Hold |
270
| – | – | ﹤0.01% | 439 |
|
|
2020
Q2 | $3K | Hold |
270
| – | – | ﹤0.01% | 441 |
|
|
2020
Q1 | $3K | Hold |
270
| – | – | ﹤0.01% | 357 |
|
|
2019
Q4 | $3K | Hold |
270
| – | – | ﹤0.01% | 386 |
|
|
2019
Q3 | $3K | Hold |
270
| – | – | ﹤0.01% | 375 |
|
|
2019
Q2 | $3K | Hold |
270
| – | – | ﹤0.01% | 393 |
|
|
2019
Q1 | $3K | Hold |
270
| – | – | ﹤0.01% | 375 |
|
|
2018
Q4 | $3K | Sell |
270
-90
| -25% | -$1K | ﹤0.01% | 355 |
|
|
2018
Q3 | $4K | Buy |
360
+270
| +300% | +$3K | ﹤0.01% | 370 |
|
|
2018
Q2 | $1K | Hold |
90
| – | – | ﹤0.01% | 412 |
|
|
2018
Q1 | $1K | Hold |
90
| – | – | ﹤0.01% | 418 |
|
|
2017
Q4 | $1K | Buy |
+90
| New | +$1K | ﹤0.01% | 418 |
|