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Global Wealth Management Investment Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

Global Wealth Management Investment Advisory’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
Q4 		– Sell
-6
Closed – – 489
2020
Q3 		$0 Buy
+6
New +$79 ﹤0.01% 594

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SG
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RPGK
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EA
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Global Wealth Management Investment Advisory's SCHB Position: Q4 2020 in Review

Global Wealth Management Investment Advisory sold out of Schwab US Broad Market ETF (SCHB) in Q4 2020, closing a stake of 6 shares.

Global Wealth Management Investment Advisory first reported a position in SCHB in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 734 funds tracked by Wall St. Rank hold SCHB as of Q4 2020.

  • Global Wealth Management Investment Advisory reported no remaining Schwab US Broad Market ETF position as of Q4 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 6 Schwab US Broad Market ETF shares in Q4 2020.
  • Global Wealth Management Investment Advisory first reported a position in Schwab US Broad Market ETF in Q3 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Schwab US Broad Market ETF position peaked at $0 in Q3 2020.
  • 734 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.