AO
Advisor OS’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 | $461K | Sell |
19,333
-94
| -0.5% | -$2.24K | 0.05% | 268 |
|
|
2025
Q1 | $418K | Sell |
19,427
-91
| -0.5% | -$1.96K | 0.05% | 258 |
|
|
2024
Q4 | $443K | Buy |
19,518
+15,514
| +387% | +$352K | 0.05% | 243 |
|
|
2024
Q3 | $266K | Buy |
4,004
+578
| +17% | +$38.5K | 0.03% | 340 |
|
|
2024
Q2 | $215K | Buy |
+3,426
| New | +$215K | 0.02% | 363 |
|