Aberdeen Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3K | Buy |
1,775
+2
| +0.1% | +$48 | 0.03% | 149 |
|
|
2025
Q1 | $38.2K | Buy |
1,773
+140
| +9% | +$3.01K | 0.03% | 148 |
|
|
2024
Q4 | $37.1K | Buy |
1,633
+1
| +0.1% | +$23 | 0.03% | 149 |
|
|
2024
Q3 | $36.2K | Buy |
1,632
+582
| +55% | +$12.9K | 0.02% | 154 |
|
|
2024
Q2 | $22K | Hold |
1,050
| – | – | 0.01% | 158 |
|
|
2024
Q1 | $21.4K | Hold |
1,050
| – | – | 0.01% | 163 |
|
|
2023
Q4 | $19.5K | Hold |
1,050
| – | – | 0.01% | 152 |
|
|
2023
Q3 | $17.4K | Hold |
1,050
| – | – | 0.01% | 151 |
|
|
2023
Q2 | $18.1K | Hold |
1,050
| – | – | 0.01% | 150 |
|
|
2023
Q1 | $16.7K | Hold |
1,050
| – | – | 0.01% | 156 |
|
|
2022
Q4 | $15.7K | Hold |
1,050
| – | – | 0.01% | 156 |
|
|
2022
Q3 | $15K | Hold |
1,050
| – | – | 0.01% | 150 |
|
|
2022
Q2 | $15K | Hold |
1,050
| – | – | 0.01% | 154 |
|
|
2022
Q1 | $19K | Hold |
1,050
| – | – | 0.01% | 158 |
|
|
2021
Q4 | $20K | Buy |
+1,050
| New | +$20K | 0.01% | 151 |
|
|
2021
Q2 | – | Sell |
-1,050
| Closed | -$17K | – | 147 |
|
|
2021
Q1 | $17K | Hold |
1,050
| – | – | 0.01% | 139 |
|
|
2020
Q4 | $16K | Buy |
+1,050
| New | +$16K | 0.01% | 145 |
|