AA Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
14,169
+452
| +3% | +$10.8K | 0.07% | 139 |
|
|
2025
Q1 | $295K | Sell |
13,717
-3,955
| -22% | -$85.2K | 0.07% | 134 |
|
|
2024
Q4 | $401K | Sell |
17,672
-58
| -0.3% | -$1.32K | 0.11% | 115 |
|
|
2024
Q3 | $393K | Buy |
17,730
+48
| +0.3% | +$1.06K | 0.11% | 114 |
|
|
2024
Q2 | $371K | Buy |
17,682
+1,563
| +10% | +$32.8K | 0.13% | 114 |
|
|
2024
Q1 | $328K | Buy |
+16,119
| New | +$328K | 0.13% | 114 |
|