Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.8M | Buy |
189,102
+29,244
| +18% | +$278K | 0.6% | 48 |
|
|
2016
Q4 | $1.44M | Buy |
159,858
+34,602
| +28% | +$313K | 0.54% | 55 |
|
|
2016
Q3 | $1.09M | Buy |
125,256
+57,798
| +86% | +$504K | 0.39% | 65 |
|
|
2016
Q2 | $566K | Buy |
67,458
+57,228
| +559% | +$480K | 0.22% | 99 |
|
|
2016
Q1 | $84K | Buy |
10,230
+330
| +3% | +$2.71K | 0.04% | 308 |
|
|
2015
Q4 | $81K | Buy |
9,900
+636
| +7% | +$5.2K | 0.03% | 313 |
|
|
2015
Q3 | $72K | Buy |
9,264
+30
| +0.3% | +$233 | 0.03% | 320 |
|
|
2015
Q2 | $77K | Buy |
9,234
+42
| +0.5% | +$350 | 0.03% | 316 |
|
|
2015
Q1 | $77K | Buy |
+9,192
| New | +$77K | 0.03% | 307 |
|