Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $960K | Sell |
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|
2022
Q4 | $939K | Buy |
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|
2022
Q3 | $878K | Buy |
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|
2022
Q2 | $907K | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $920K | Buy |
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|
2020
Q4 | $840K | Buy |
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|
2020
Q3 | $697K | Buy |
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|
2020
Q2 | $618K | Buy |
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|
2020
Q1 | $431K | Buy |
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|
2019
Q4 | $431K | Buy |
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|
2019
Q3 | $381K | Buy |
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|
2019
Q2 | $391K | Buy |
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|
2019
Q1 | $358K | Buy |
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|
2018
Q4 | $273K | Buy |
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