Addison Advisors’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 | $56.3K | Buy |
2,364
+1,800
| +319% | +$42.9K | 0.01% | 397 |
|
|
2025
Q1 | $12.1K | Buy |
564
+288
| +104% | +$6.2K | ﹤0.01% | 554 |
|
|
2024
Q4 | $6.27K | Hold |
276
| – | – | ﹤0.01% | 641 |
|
|
2024
Q3 | $6.12K | Hold |
276
| – | – | ﹤0.01% | 645 |
|
|
2024
Q2 | $5.79K | Hold |
276
| – | – | ﹤0.01% | 618 |
|
|
2024
Q1 | $5.62K | Sell |
276
-270
| -49% | -$5.5K | ﹤0.01% | 555 |
|
|
2023
Q4 | $10.1K | Buy |
+546
| New | +$10.1K | ﹤0.01% | 515 |
|