Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-858
| Closed | -$10K | – | 644 |
|
|
2019
Q1 | $10K | Buy |
+858
| New | +$10K | ﹤0.01% | 669 |
|
|
2018
Q3 | – | Sell |
-2,046
| Closed | -$23K | – | 638 |
|
|
2018
Q2 | $23K | Buy |
+2,046
| New | +$23K | 0.01% | 556 |
|
|
2018
Q1 | – | Sell |
-15,162
| Closed | -$163K | – | 637 |
|
|
2017
Q4 | $163K | Buy |
+15,162
| New | +$163K | 0.08% | 200 |
|