American Economic Planning Group’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
2019
Q3
Sell
-93,528
Closed -$1.1M 95
2019
Q2
$1.1M Buy
93,528
+18,648
+25% +$219K 0.33% 32
2019
Q1
$849K Sell
74,880
-1,347,354
-95% -$15.3M 0.27% 40
2018
Q4
$14.2M Buy
+1,422,234
New +$14.2M 4.6% 5