LGWM
Litman Gregory Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-125
| Closed | -$10K | – | 202 |
|
|
2019
Q4 | $10K | Hold |
125
| – | – | ﹤0.01% | 147 |
|
|
2019
Q3 | $9K | Hold |
125
| – | – | ﹤0.01% | 140 |
|
|
2019
Q2 | $9K | Hold |
125
| – | – | ﹤0.01% | 158 |
|
|
2019
Q1 | $9K | Hold |
125
| – | – | ﹤0.01% | 110 |
|
|
2018
Q4 | $7K | Hold |
125
| – | – | ﹤0.01% | 121 |
|
|
2018
Q3 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 88 |
|