LI
LVZ Inc’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,357
| Closed | -$222K | – | 80 |
|
|
2018
Q2 | $222K | Hold |
3,357
| – | – | 0.06% | 66 |
|
|
2018
Q1 | $214K | Buy |
+3,357
| New | +$214K | 0.06% | 60 |
|
|
2017
Q3 | – | Sell |
-5,310
| Closed | -$310K | – | 73 |
|
|
2017
Q2 | $310K | Hold |
5,310
| – | – | 2.78% | 15 |
|
|
2017
Q1 | $303K | Sell |
5,310
-3,780
| -42% | -$216K | 2.86% | 15 |
|
|
2016
Q4 | $492K | Buy |
9,090
+3,244
| +55% | +$176K | 4.72% | 4 |
|
|
2016
Q3 | $306K | Sell |
5,846
-210
| -3% | -$11K | 2.98% | 13 |
|
|
2016
Q2 | $305K | Buy |
+6,056
| New | +$305K | 3.32% | 9 |
|