Woodmont Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $122K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.73M | Hold |
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|
2022
Q3 | $1.62M | Hold |
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|
2022
Q2 | $1.7M | Hold |
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|
2022
Q1 | $2.06M | Hold |
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|
2021
Q4 | $2.18M | Hold |
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|
2021
Q3 | $2M | Sell |
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|
2021
Q2 | $2.24M | Buy |
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|
2021
Q1 | $1.98M | Sell |
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|
2020
Q4 | $1.89M | Hold |
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|
2020
Q3 | $1.66M | Hold |
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|
2020
Q2 | $1.53M | Buy |
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|
2020
Q1 | $1.24M | Hold |
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|
2019
Q4 | $1.57M | Hold |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.45M | Hold |
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|
2019
Q1 | $1.39M | Hold |
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|
2018
Q4 | $1.23M | Buy |
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