Independence 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
$42K Buy
3,168
+186
+6% +$2.47K 0.01% 129
2020
Q2
$36K Buy
2,982
+24
+0.8% +$290 0.01% 126
2020
Q1
$30K Buy
2,958
+834
+39% +$8.46K 0.01% 118
2019
Q4
$27K Buy
+2,124
New +$27K 0.01% 131