Able 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 | $356K | Hold |
14,929
| – | – | 0.18% | 80 |
|
|
2025
Q1 | $321K | Hold |
14,929
| – | – | 0.19% | 76 |
|
|
2024
Q4 | $339K | Buy |
14,929
+1
| +0% | +$23 | 0.22% | 66 |
|
|
2024
Q3 | $331K | Buy |
14,928
+18
| +0.1% | +$399 | 0.25% | 65 |
|
|
2024
Q2 | $313K | Hold |
14,910
| – | – | 0.26% | 60 |
|
|
2024
Q1 | $303K | Sell |
14,910
-738
| -5% | -$15K | 0.26% | 60 |
|
|
2023
Q4 | $290K | Buy |
+15,648
| New | +$290K | 0.26% | 56 |
|