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Capstone Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Capstone Financial Group’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
2020
Q3 		$255K Sell
19,128
-1,122
-6% -$14.8K 0.2% 73
2020
Q2 		$252K Sell
20,250
-204
-1% -$2.35K 0.21% 69
2020
Q1 		$206K Sell
20,454
-7,224
-26% -$87.4K 0.21% 72
2019
Q4 		$355K Buy
+27,678
New +$340K 0.34% 50

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SCM
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MFRM
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Betterment LLC
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EK
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HP
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UBS Group
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HSA
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SG
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RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return