BPWA
Beacon Pointe Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.05M | Sell |
39,563
-4,207
| -10% | -$324K | 0.56% | 41 |
|
|
2019
Q3 | $3.11M | Buy |
43,770
+582
| +1% | +$41.4K | 0.66% | 31 |
|
|
2019
Q2 | $3.05M | Sell |
43,188
-2,547
| -6% | -$180K | 0.64% | 33 |
|
|
2019
Q1 | $3.11M | Sell |
45,735
-3,010
| -6% | -$205K | 0.71% | 30 |
|
|
2018
Q4 | $2.91M | Buy |
+48,745
| New | +$2.91M | 1.05% | 20 |
|