AlphaQ 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
Q1 | $371K | Buy |
17,248
+62
| +0.4% | +$1.34K | 0.89% | 28 |
|
|
2024
Q4 | $390K | Buy |
17,186
+542
| +3% | +$12.3K | 1.07% | 24 |
|
|
2024
Q3 | $369K | Buy |
16,644
+345
| +2% | +$7.65K | 1.02% | 23 |
|
|
2024
Q2 | $342K | Buy |
16,299
+36
| +0.2% | +$754 | 1% | 24 |
|
|
2024
Q1 | $331K | Sell |
16,263
-138
| -0.8% | -$2.81K | 0.2% | 110 |
|
|
2023
Q4 | $304K | Buy |
+16,401
| New | +$304K | 0.21% | 116 |
|