HCR Wealth Advisors’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
2020 Q3	–	Sell	-408	Closed	-$5K	–	258
2020 Q2	$5K	Hold	408	–	–	﹤0.01%	237
2020 Q1	$4K	Hold	408	–	–	﹤0.01%	227
2019 Q4	$5K	Buy	+408	New	+$5K	﹤0.01%	220