KMS Financial Services’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
2014
Q3
$269K Buy
33,972
+2,304
+7% +$18.2K 0.04% 402
2014
Q2
$252K Buy
31,668
+3,330
+12% +$26.5K 0.04% 430
2014
Q1
$216K Buy
+28,338
New +$216K 0.03% 462