LFG
LifePlan Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Hold |
0
| – | – | – | 598 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 588 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 575 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 574 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 563 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 567 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 565 |
|
|
2018
Q4 | – | Sell |
-13
| Closed | -$1K | – | 560 |
|
|
2018
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 527 |
|
|
2018
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 510 |
|
|
2018
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 501 |
|