LWA
SCHB icon

Lenox Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Lenox Wealth Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,850
Closed -$37K – 910
2019
Q4 		$37K Buy
2,850
+2,394
+525% +$31.1K 0.01% 221
2019
Q3 		$5K Buy
+456
New +$5K ﹤0.01% 405