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LifePlan Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

LifePlan Financial Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-78
Closed -$1K – 559
2018
Q3 		$1K Hold
78
– – ﹤0.01% 527
2018
Q2 		$1K Hold
78
– – ﹤0.01% 510
2018
Q1 		$1K Buy
+78
New +$857 ﹤0.01% 501

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LifePlan Financial Group's SCHB Position: Q4 2018 in Review

LifePlan Financial Group sold out of Schwab US Broad Market ETF (SCHB) in Q4 2018, closing a stake of 78 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in SCHB in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 537 funds tracked by Wall St. Rank hold SCHB as of Q4 2018.

  • LifePlan Financial Group reported no remaining Schwab US Broad Market ETF position as of Q4 2018 after selling out during the quarter.
  • LifePlan Financial Group sold 78 Schwab US Broad Market ETF shares in Q4 2018, an estimated $1K.
  • LifePlan Financial Group first reported a position in Schwab US Broad Market ETF in Q1 2018 and held it in 3 quarters.
  • LifePlan Financial Group's Schwab US Broad Market ETF position peaked at $1K in Q3 2018.
  • 537 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2018.

Based on LifePlan Financial Group's 13F filing for Q4 2018, filed 10 Jan 2019.