Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-9,558
| Closed | -$108K | – | 1752 |
|
|
2019
Q1 | $108K | Buy |
9,558
+192
| +2% | +$2.17K | 0.01% | 615 |
|
|
2018
Q4 | $94K | Buy |
9,366
+48
| +0.5% | +$482 | 0.01% | 623 |
|
|
2018
Q3 | $109K | Buy |
9,318
+42
| +0.5% | +$491 | 0.01% | 648 |
|
|
2018
Q2 | $102K | Sell |
9,276
-3,000
| -24% | -$33K | 0.01% | 699 |
|
|
2018
Q1 | $131K | Buy |
12,276
+624
| +5% | +$6.66K | 0.01% | 606 |
|
|
2017
Q4 | $125K | Buy |
11,652
+54
| +0.5% | +$579 | 0.01% | 632 |
|
|
2017
Q3 | $118K | Buy |
11,598
+3,048
| +36% | +$31K | 0.01% | 644 |
|
|
2017
Q2 | $83K | Buy |
8,550
+42
| +0.5% | +$408 | 0.01% | 759 |
|
|
2017
Q1 | $81K | Buy |
8,508
+30
| +0.4% | +$286 | 0.01% | 664 |
|
|
2016
Q4 | $77K | Buy |
8,478
+54
| +0.6% | +$490 | 0.01% | 661 |
|
|
2016
Q3 | $73K | Buy |
8,424
+30
| +0.4% | +$260 | 0.01% | 669 |
|
|
2016
Q2 | $70K | Buy |
8,394
+42
| +0.5% | +$350 | 0.01% | 636 |
|
|
2016
Q1 | $69K | Buy |
8,352
+2,184
| +35% | +$18K | 0.01% | 621 |
|
|
2015
Q4 | $50K | Buy |
+6,168
| New | +$50K | 0.01% | 715 |
|