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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$178K Sell
2020
Q1
$154K Sell
2019
Q4
$199K Buy
2019
Q3
$86K Buy
2019
Q2
$60K Buy
2019
Q1
$6K Buy