ABFS
Appropriate Balance Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $31.3K | Buy |
1,876
+104
| +6% | +$1.73K | 1.55% | 13 |
|
|
2017
Q2 | $30.7K | Sell |
1,772
-8
| -0.4% | -$139 | 1.56% | 13 |
|
|
2017
Q1 | $31.6K | Sell |
1,780
-29,899
| -94% | -$531K | 1.58% | 13 |
|
|
2016
Q4 | $1.69M | Buy |
31,679
+14,606
| +86% | +$778K | 1.03% | 14 |
|
|
2016
Q3 | $881K | Sell |
17,073
-316
| -2% | -$16.3K | 0.57% | 18 |
|
|
2016
Q2 | $865K | Sell |
17,389
-349
| -2% | -$17.4K | 0.57% | 17 |
|
|
2016
Q1 | $866K | Buy |
17,738
+61
| +0.3% | +$2.98K | 0.6% | 15 |
|
|
2015
Q4 | $858K | Buy |
+17,677
| New | +$858K | 0.59% | 10 |
|