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Fusion Family Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Fusion Family Wealth’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
Q4 		– Sell
-342
Closed -$4K – 268
2018
Q3 		$4K Hold
342
– – ﹤0.01% 225
2018
Q2 		$4K Hold
342
– – ﹤0.01% 248
2018
Q1 		$4K Buy
+342
New +$3.76K ﹤0.01% 232

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EK
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UBS Group
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HP
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Mirae Asset Global Investments
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Bank of America
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RPGK
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Fusion Family Wealth's SCHB Position: Q4 2018 in Review

Fusion Family Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q4 2018, closing a stake of 342 shares — an estimated $4K sold.

Fusion Family Wealth first reported a position in SCHB in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 538 funds tracked by Wall St. Rank hold SCHB as of Q4 2018.

  • Fusion Family Wealth reported no remaining Schwab US Broad Market ETF position as of Q4 2018 after selling out during the quarter.
  • Fusion Family Wealth sold 342 Schwab US Broad Market ETF shares in Q4 2018, an estimated $4K.
  • Fusion Family Wealth first reported a position in Schwab US Broad Market ETF in Q1 2018 and held it in 3 quarters.
  • Fusion Family Wealth's Schwab US Broad Market ETF position peaked at $4K in Q3 2018.
  • 538 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2018.

Based on Fusion Family Wealth's 13F filing for Q4 2018, filed 18 Jan 2019.