Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-9,558	Closed	-$108K	–	1753
2019 Q1	$108K	Buy	9,558 +192	+2%	+$2.1K	0.01%	615
2018 Q4	$94K	Buy	9,366 +48	+0.5%	+$519	0.01%	624
2018 Q3	$109K	Buy	9,318 +42	+0.5%	+$484	0.01%	650
2018 Q2	$102K	Sell	9,276 -3,000	-24%	-$32.8K	0.01%	700
2018 Q1	$131K	Buy	12,276 +624	+5%	+$6.86K	0.01%	606
2017 Q4	$125K	Buy	11,652 +54	+0.5%	+$566	0.01%	632
2017 Q3	$118K	Buy	11,598 +3,048	+36%	+$30.3K	0.01%	644
2017 Q2	$83K	Buy	8,550 +42	+0.5%	+$406	0.01%	759
2017 Q1	$81K	Buy	8,508 +30	+0.4%	+$281	0.01%	664
2016 Q4	$77K	Buy	8,478 +54	+0.6%	+$476	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%	+$349	0.01%	636
2016 Q1	$69K	Buy	8,352 +2,184	+35%	+$17K	0.01%	621
2015 Q4	$50K	Buy	+6,168	New	+$50.9K	0.01%	715