Integrated Wealth Management (Palm Desert)’s Schwab US Broad Market ETF SCHB Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SCHB Stock Details SCHB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$1.8M	Buy
2016 Q4	$1.44M	Buy
2016 Q3	$1.09M	Buy
2016 Q2	$566K	Buy
2016 Q1	$84K	Buy
2015 Q4	$81K	Buy
2015 Q3	$72K	Buy
2015 Q2	$77K	Buy
2015 Q1	$77K	Buy