LWM
LBA Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,023
| Closed | -$52K | – | 331 |
|
|
2015
Q1 | $52K | Buy |
1,023
+5
| +0.5% | +$254 | 0.03% | 167 |
|
|
2014
Q4 | $51K | Buy |
1,018
+4
| +0.4% | +$200 | 0.03% | 168 |
|
|
2014
Q3 | $48K | Buy |
1,014
+5
| +0.5% | +$237 | 0.03% | 171 |
|
|
2014
Q2 | $48K | Buy |
1,009
+4
| +0.4% | +$190 | 0.04% | 166 |
|
|
2014
Q1 | $46K | Buy |
+1,005
| New | +$46K | 0.04% | 166 |
|