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Capital Advisory Group Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Capital Advisory Group Advisory Services’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-600
Closed -$6K – 370
2018
Q1 		$6K Buy
+600
New +$6.59K ﹤0.01% 260

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Capital Advisory Group Advisory Services's SCHB Position: Q2 2018 in Review

Capital Advisory Group Advisory Services sold out of Schwab US Broad Market ETF (SCHB) in Q2 2018, closing a stake of 600 shares — an estimated $6K sold.

Capital Advisory Group Advisory Services first reported a position in SCHB in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 461 funds tracked by Wall St. Rank hold SCHB as of Q2 2018.

  • Capital Advisory Group Advisory Services reported no remaining Schwab US Broad Market ETF position as of Q2 2018 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 600 Schwab US Broad Market ETF shares in Q2 2018, an estimated $6K.
  • Capital Advisory Group Advisory Services first reported a position in Schwab US Broad Market ETF in Q1 2018 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's Schwab US Broad Market ETF position peaked at $6K in Q1 2018.
  • 461 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2018.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2018, filed 28 May 2020.