Cornerstone Wealth Management’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
2018
Q4
Sell
-127,752
Closed -$347K 983
2018
Q3
$347K Sell
127,752
-19,242
-13% -$52.3K ﹤0.01% 1022
2018
Q2
$370K Buy
+146,994
New +$370K ﹤0.01% 1109