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