Albion Financial Group’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 | $30K | Hold |
1,260
| – | – | ﹤0.01% | 271 |
|
|
2025
Q1 | $27.1K | Hold |
1,260
| – | – | ﹤0.01% | 284 |
|
|
2024
Q4 | $28.6K | Hold |
1,260
| – | – | ﹤0.01% | 305 |
|
|
2024
Q3 | $27.9K | Hold |
1,260
| – | – | ﹤0.01% | 268 |
|
|
2024
Q2 | $26.4K | Hold |
1,260
| – | – | ﹤0.01% | 271 |
|
|
2024
Q1 | $25.6K | Hold |
1,260
| – | – | ﹤0.01% | 261 |
|
|
2023
Q4 | $23.4K | Sell |
1,260
-300
| -19% | -$5.57K | ﹤0.01% | 260 |
|
|
2023
Q3 | $25.9K | Hold |
1,560
| – | – | ﹤0.01% | 247 |
|
|
2023
Q2 | $26.9K | Hold |
1,560
| – | – | ﹤0.01% | 255 |
|
|
2023
Q1 | $24.9K | Sell |
1,560
-9,147
| -85% | -$146K | ﹤0.01% | 248 |
|
|
2022
Q4 | $160K | Buy |
10,707
+39
| +0.4% | +$583 | 0.02% | 170 |
|
|
2022
Q3 | $149K | Buy |
10,668
+42
| +0.4% | +$587 | 0.02% | 174 |
|
|
2022
Q2 | $157K | Buy |
10,626
+33
| +0.3% | +$488 | 0.02% | 179 |
|
|
2022
Q1 | $189K | Buy |
10,593
+27
| +0.3% | +$482 | 0.02% | 201 |
|
|
2021
Q4 | $199K | Buy |
10,566
+30
| +0.3% | +$565 | 0.02% | 213 |
|
|
2021
Q3 | $182K | Buy |
10,536
+30
| +0.3% | +$518 | 0.02% | 190 |
|
|
2021
Q2 | $183K | Buy |
+10,506
| New | +$183K | 0.02% | 191 |
|
|
2020
Q4 | $159K | Buy |
+10,452
| New | +$159K | 0.02% | 192 |
|