Capstone Financial Group’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
2020 Q3	$255K	Sell	19,128 -1,122	-6%	-$15K	0.2%	73
2020 Q2	$252K	Sell	20,250 -204	-1%	-$2.54K	0.21%	69
2020 Q1	$206K	Sell	20,454 -7,224	-26%	-$72.8K	0.21%	72
2019 Q4	$355K	Buy	+27,678	New	+$355K	0.34%	50