MSI Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $465K | Buy |
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|
2016
Q3 | $410K | Sell |
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|
2016
Q2 | $436K | Sell |
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|
2016
Q1 | $443K | Sell |
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|
2015
Q4 | $475K | Sell |
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|
2015
Q3 | $540K | Sell |
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|
2015
Q2 | $605K | Sell |
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|
2015
Q1 | $615K | Sell |
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|
2014
Q4 | $616K | Sell |
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|
2014
Q3 | $608K | Buy |
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|
2014
Q2 | $610K | Sell |
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|
2014
Q1 | $589K | Sell |
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|
2013
Q4 | $622K | Sell |
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|
2013
Q3 | $749K | Buy |
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|
2013
Q2 | $616K | Buy |
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