AFS
Access Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
14,823
-400
| -3% | -$9.53K | 0.13% | 86 |
|
|
2025
Q1 | $328K | Buy |
15,223
+415
| +3% | +$8.94K | 0.13% | 85 |
|
|
2024
Q4 | $336K | Buy |
+14,808
| New | +$336K | 0.15% | 89 |
|
|
2019
Q1 | – | Sell |
-11,340
| Closed | -$680K | – | 73 |
|
|
2018
Q4 | $680K | Buy |
+11,340
| New | +$680K | 0.61% | 41 |
|