TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $923K | Buy |
75,372
+6
| +0% | +$73 | 0.39% | 45 |
|
|
2020
Q1 | $759K | Buy |
75,366
+69,480
| +1,180% | +$700K | 0.37% | 46 |
|
|
2019
Q4 | $75K | Buy |
5,886
+72
| +1% | +$917 | 0.03% | 231 |
|
|
2019
Q3 | $69K | Hold |
5,814
| – | – | 0.03% | 232 |
|
|
2019
Q2 | $68K | Buy |
5,814
+348
| +6% | +$4.07K | 0.03% | 234 |
|
|
2019
Q1 | $62K | Buy |
5,466
+6
| +0.1% | +$68 | 0.03% | 239 |
|
|
2018
Q4 | $55K | Buy |
5,460
+6
| +0.1% | +$60 | 0.03% | 239 |
|
|
2018
Q3 | $64K | Buy |
5,454
+6
| +0.1% | +$70 | 0.03% | 239 |
|
|
2018
Q2 | $60K | Buy |
5,448
+3,198
| +142% | +$35.2K | 0.03% | 244 |
|
|
2018
Q1 | $24K | Hold |
2,250
| – | – | 0.01% | 337 |
|
|
2017
Q4 | $24K | Buy |
+2,250
| New | +$24K | 0.01% | 379 |
|