Ancora Family Wealth Advisors’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
2016
Q3
$302K Sell
2016
Q2
$295K Buy
2016
Q1
$275K Buy
2015
Q4
Sell
2015
Q3
$213K Buy