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Simplicity Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Simplicity Solutions’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
Q4 		– Sell
-26,814
Closed -$317K – 867
2019
Q3 		$317K Sell
26,814
-37,722
-58% -$446K 0.01% 530
2019
Q2 		$759K Sell
64,536
-87,822
-58% -$1.01M 0.03% 306
2019
Q1 		$1.73M Buy
152,358
+113,742
+295% +$1.24M 0.1% 172
2018
Q4 		$386K Sell
38,616
-205,590
-84% -$2.22M 0.05% 372
2018
Q3 		$2.87M Buy
244,206
+37,482
+18% +$432K 0.16% 80
2018
Q2 		$2.27M Buy
206,724
+187,734
+989% +$2.05M 0.16% 74
2018
Q1 		$202K Buy
+18,990
New +$209K 0.02% 347
2016
Q1 		– Sell
-75,186
Closed -$615K – 452
2015
Q4 		$615K Buy
+75,186
New +$620K 0.07% 396

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MFRM
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Betterment LLC
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Northern Trust
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EK
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UBS Group
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HP
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RPGK
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM