Arete Wealth Advisors’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
Q1
Sell
-27,318
Closed -$273K 406
2018
Q4
$273K Hold
27,318
0.07% 285
2018
Q3
$320K Hold
27,318
0.07% 257
2018
Q2
$300K Sell
27,318
-2,910
-10% -$32K 0.07% 272
2018
Q1
$321K Buy
+30,228
New +$321K 0.11% 227