Act 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 | $267K | Buy |
11,200
+447
| +4% | +$10.7K | 0.11% | 41 |
|
|
2025
Q1 | $232K | Buy |
10,753
+48
| +0.4% | +$1.03K | 0.1% | 40 |
|
|
2024
Q4 | $243K | Buy |
10,705
+229
| +2% | +$5.2K | 0.11% | 37 |
|
|
2024
Q3 | $232K | Sell |
10,476
-162
| -2% | -$3.59K | 0.1% | 40 |
|
|
2024
Q2 | $223K | Buy |
10,638
+114
| +1% | +$2.39K | 0.11% | 40 |
|
|
2024
Q1 | $214K | Buy |
+10,524
| New | +$214K | 0.11% | 39 |
|