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YorkBridge Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

YorkBridge Wealth Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,076
Closed -$24K – 552
2019
Q2 		$24K Hold
2,076
– – 0.01% 447
2019
Q1 		$24K Buy
2,076
+144
+7% +$1.57K 0.01% 444
2018
Q4 		$19K Hold
1,932
– – 0.01% 475
2018
Q3 		$23K Hold
1,932
– – 0.01% 494
2018
Q2 		$21K Hold
1,932
– – 0.01% 530
2018
Q1 		$21K Hold
1,932
– – 0.01% 516
2017
Q4 		$21K Buy
1,932
+138
+8% +$1.45K 0.01% 505
2017
Q3 		$18K Hold
1,794
– – 0.01% 553
2017
Q2 		$18K Hold
1,794
– – 0.01% 537
2017
Q1 		$17K Buy
1,794
+594
+50% +$5.57K 0.01% 544
2016
Q4 		$11K Buy
+1,200
New +$10.6K 0.01% 571

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