Abound 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 | $637K | Buy |
26,718
+17,029
| +176% | +$406K | 0.18% | 41 |
|
|
2025
Q1 | $209K | Buy |
9,689
+53
| +0.6% | +$1.14K | 0.07% | 66 |
|
|
2024
Q4 | $219K | Sell |
9,636
-2,322
| -19% | -$52.7K | 0.07% | 64 |
|
|
2024
Q3 | $265K | Sell |
11,958
-3,876
| -24% | -$85.9K | 0.09% | 50 |
|
|
2024
Q2 | $332K | Sell |
15,834
-213
| -1% | -$4.46K | 0.12% | 42 |
|
|
2024
Q1 | $327K | Buy |
16,047
+2,979
| +23% | +$60.6K | 0.12% | 41 |
|
|
2023
Q4 | $242K | Buy |
13,068
+3,831
| +41% | +$71.1K | 0.1% | 48 |
|
|
2023
Q3 | $153K | Sell |
9,237
-111
| -1% | -$1.84K | 0.07% | 62 |
|
|
2023
Q2 | $161K | Sell |
9,348
-1,434
| -13% | -$24.7K | 0.07% | 61 |
|
|
2023
Q1 | $172K | Buy |
10,782
+2,295
| +27% | +$36.6K | 0.08% | 55 |
|
|
2022
Q4 | $127K | Buy |
8,487
+45
| +0.5% | +$672 | 0.06% | 60 |
|
|
2022
Q3 | $118K | Sell |
8,442
-118,707
| -93% | -$1.66M | 0.06% | 55 |
|
|
2022
Q2 | $1.87M | Buy |
127,149
+119,220
| +1,504% | +$1.76M | 1.04% | 19 |
|
|
2022
Q1 | $141K | Buy |
7,929
+1,419
| +22% | +$25.3K | 0.1% | 47 |
|
|
2021
Q4 | $123K | Buy |
+6,510
| New | +$123K | 0.1% | 47 |
|