Woodley Farra Manion Portfolio Management’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
2020
Q3
Sell
-1,314
Closed -$16K 333
2020
Q2
$16K Hold
1,314
﹤0.01% 244
2020
Q1
$13K Hold
1,314
﹤0.01% 262
2019
Q4
$17K Buy
+1,314
New +$17K ﹤0.01% 255