Lenox Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $178K | Sell |
14,538
-762
| -5% | -$9.33K | 0.05% | 155 |
|
|
2020
Q1 | $154K | Sell |
15,300
-258
| -2% | -$2.6K | 0.05% | 158 |
|
|
2019
Q4 | $199K | Buy |
15,558
+8,250
| +113% | +$106K | 0.06% | 153 |
|
|
2019
Q3 | $86K | Buy |
7,308
+2,208
| +43% | +$26K | 0.03% | 224 |
|
|
2019
Q2 | $60K | Buy |
5,100
+4,566
| +855% | +$53.7K | 0.02% | 233 |
|
|
2019
Q1 | $6K | Buy |
+534
| New | +$6K | ﹤0.01% | 498 |
|