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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$320K Sell
31,758
-2,220
-7% -$22.4K 0.26% 28
2019
Q4
$435K Buy
33,978
+456
+1% +$5.84K 0.2% 28
2019
Q3
$397K Buy
33,522
+3,996
+14% +$47.3K 0.2% 27
2019
Q2
$347K Buy
29,526
+10,560
+56% +$124K 0.18% 28
2019
Q1
$215K Buy
+18,966
New +$215K 0.11% 33