IFWM
Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-796
| Closed | -$61K | – | 616 |
|
|
2019
Q4 | $61K | Buy |
+796
| New | +$61K | 0.01% | 502 |
|
|
2018
Q1 | – | Sell |
-36,484
| Closed | -$2.36M | – | 370 |
|
|
2017
Q4 | $2.36M | Buy |
+36,484
| New | +$2.36M | 0.54% | 45 |
|
|
2014
Q1 | – | Sell |
-1
| Closed | – | – | 77 |
|
|
2013
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 78 |
|
|
2013
Q3 | – | Sell |
-21
| Closed | -$1K | – | 108 |
|
|
2013
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 118 |
|