Concert Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.68M | Sell |
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|
2017
Q2 | $3M | Buy |
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|
2017
Q1 | $2.21M | Buy |
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|
2016
Q4 | $1.75M | Buy |
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|
2016
Q3 | $1.23M | Sell |
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|
2016
Q2 | $1.33M | Buy |
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|
2016
Q1 | $574K | Sell |
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|
2015
Q4 | $2.81M | Sell |
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|
2015
Q3 | $3.48M | Sell |
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|
2015
Q2 | $3.95M | Buy |
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|
2015
Q1 | $0 | Buy |
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|
2014
Q4 | $2.68M | Sell |
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|
2014
Q3 | $3.16M | Buy |
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|
2014
Q2 | $2.46M | Buy |
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