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Kabarec Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$3.55M Sell
53,831
-7,977
-13% -$526K 2.72% 18
2018
Q1
$3.94M Buy
61,808
+6,624
+12% +$423K 2.5% 18
2017
Q4
$3.56M Buy
+55,184
New +$3.56M 2.18% 17