Patten 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
2019
Q1
Sell
-960
Closed -$10K 457
2018
Q4
$10K Sell
960
-690
-42% -$7.19K ﹤0.01% 437
2018
Q3
$19K Buy
1,650
+1,440
+686% +$16.6K 0.01% 434
2018
Q2
$2K Buy
+210
New +$2K ﹤0.01% 630