Willingdon Wealth Management’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
2020
Q1
$48K Hold
2019
Q4
$62K Hold
2019
Q3
$57K Hold
2019
Q2
$56K Hold
2019
Q1
$54K Hold
2018
Q4
$48K Hold
2018
Q3
$56K Hold
2018
Q2
$53K Hold
2018
Q1
$51K Hold
2017
Q4
$52K Hold
2017
Q3
$49K Buy