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Mosaic Family Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-1,950
Closed -$22K – 526
2019
Q1 		$22K Hold
1,950
– – 0.01% 425
2018
Q4 		$19K Sell
1,950
-48
-2% -$519 0.01% 428
2018
Q3 		$22K Sell
1,998
-1,956
-49% -$22.5K 0.01% 428
2018
Q2 		$43K Hold
3,954
– – 0.02% 334
2018
Q1 		$42K Buy
3,954
+2,124
+116% +$23.3K 0.02% 332
2017
Q4 		$20K Buy
+1,830
New +$19.2K 0.01% 452

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