KCPG
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Kavar Capital Partners Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Kavar Capital Partners Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-486
Closed -$6K – 385
2019
Q2 		$6K Buy
+486
New +$5.61K ﹤0.01% 415
2018
Q3 		– Sell
-468
Closed -$5K – 324
2018
Q2 		$5K Buy
468
+258
+123% +$2.82K ﹤0.01% 371
2018
Q1 		$2K Buy
+210
New +$2.31K ﹤0.01% 410
2016
Q1 		– Sell
-174
Closed -$1K – 334
2015
Q4 		$1K Buy
174
+24
+16% +$198 ﹤0.01% 426
2015
Q3 		$1K Hold
150
– – ﹤0.01% 432
2015
Q2 		$1K Buy
+150
New +$1.28K ﹤0.01% 461
2014
Q2 		– Sell
-150
Closed -$1K – 376
2014
Q1 		$1K Hold
150
– – ﹤0.01% 471
2013
Q4 		$1K Buy
+150
New +$1.08K ﹤0.01% 446

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EK
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HP
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RPGK
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EA
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