Gupta Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.19M | Buy |
144,912
+107,478
| +287% | +$883K | 0.28% | 82 |
|
|
2015
Q4 | $306K | Hold |
37,434
| – | – | 0.08% | 190 |
|
|
2015
Q3 | $289K | Buy |
37,434
+8,946
| +31% | +$69.1K | 0.07% | 190 |
|
|
2015
Q2 | $238K | Buy |
28,488
+24,438
| +603% | +$204K | 0.06% | 232 |
|
|
2015
Q1 | $34K | Buy |
+4,050
| New | +$34K | 0.01% | 471 |
|