WWM
Willingdon Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $48K | Hold |
800
| – | – | 0.01% | 146 |
|
|
2019
Q4 | $62K | Hold |
800
| – | – | 0.01% | 162 |
|
|
2019
Q3 | $57K | Hold |
800
| – | – | 0.01% | 164 |
|
|
2019
Q2 | $56K | Hold |
800
| – | – | 0.01% | 163 |
|
|
2019
Q1 | $54K | Hold |
800
| – | – | 0.01% | 172 |
|
|
2018
Q4 | $48K | Hold |
800
| – | – | 0.01% | 181 |
|
|
2018
Q3 | $56K | Hold |
800
| – | – | 0.02% | 198 |
|
|
2018
Q2 | $53K | Hold |
800
| – | – | 0.02% | 181 |
|
|
2018
Q1 | $51K | Hold |
800
| – | – | 0.02% | 159 |
|
|
2017
Q4 | $52K | Hold |
800
| – | – | 0.02% | 155 |
|
|
2017
Q3 | $49K | Buy |
+800
| New | +$49K | 0.02% | 157 |
|