Voit & Company’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
Q3 | $2.73M | Sell |
205,350
-6,342
| -3% | -$84.2K | 2.63% | 14 |
|
2020
Q2 | $2.59M | Sell |
211,692
-3,576
| -2% | -$43.8K | 2.76% | 14 |
|
2020
Q1 | $2.17M | Sell |
215,268
-26,226
| -11% | -$264K | 2.24% | 18 |
|
2019
Q4 | $3.09M | Buy |
241,494
+43,200
| +22% | +$553K | 2.76% | 17 |
|
2019
Q3 | $2.35M | Buy |
198,294
+8,142
| +4% | +$96.4K | 2.33% | 19 |
|
2019
Q2 | $2.24M | Sell |
190,152
-1,380
| -0.7% | -$16.2K | 2.14% | 22 |
|
2019
Q1 | $2.17M | Sell |
191,532
-29,424
| -13% | -$334K | 2.29% | 19 |
|
2018
Q4 | $2.21M | Buy |
+220,956
| New | +$2.21M | 2.78% | 13 |
|