Altus 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 | – | Sell |
-33,324
| Closed | -$717K | – | 39 |
|
|
2025
Q1 | $717K | Buy |
33,324
+2,286
| +7% | +$49.2K | 0.34% | 20 |
|
|
2024
Q4 | $705K | Buy |
31,038
+93
| +0.3% | +$2.11K | 0.32% | 23 |
|
|
2024
Q3 | $686K | Buy |
30,945
+981
| +3% | +$21.8K | 0.32% | 21 |
|
|
2024
Q2 | $628K | Buy |
29,964
+474
| +2% | +$9.93K | 0.3% | 22 |
|
|
2024
Q1 | $600K | Buy |
29,490
+3
| +0% | +$61 | 0.32% | 21 |
|
|
2023
Q4 | $547K | Buy |
29,487
+396
| +1% | +$7.35K | 0.33% | 19 |
|
|
2023
Q3 | $483K | Buy |
29,091
+1,557
| +6% | +$25.9K | 0.34% | 21 |
|
|
2023
Q2 | $474K | Sell |
27,534
-822
| -3% | -$14.2K | 0.37% | 15 |
|
|
2023
Q1 | $452K | Buy |
28,356
+1,518
| +6% | +$24.2K | 0.37% | 15 |
|
|
2022
Q4 | $401K | Buy |
26,838
+90
| +0.3% | +$1.35K | 0.35% | 16 |
|
|
2022
Q3 | $374K | Buy |
26,748
+84
| +0.3% | +$1.18K | 0.32% | 22 |
|
|
2022
Q2 | $393K | Buy |
26,664
+1,920
| +8% | +$28.3K | 0.31% | 22 |
|
|
2022
Q1 | $440K | Buy |
24,744
+594
| +2% | +$10.6K | 0.3% | 23 |
|
|
2021
Q4 | $455K | Buy |
24,150
+354
| +1% | +$6.67K | 0.27% | 22 |
|
|
2021
Q3 | $412K | Buy |
23,796
+618
| +3% | +$10.7K | 0.26% | 22 |
|
|
2021
Q2 | $403K | Buy |
23,178
+402
| +2% | +$6.99K | 0.26% | 23 |
|
|
2021
Q1 | $367K | Buy |
22,776
+2,016
| +10% | +$32.5K | 0.26% | 24 |
|
|
2020
Q4 | $315K | Buy |
20,760
+48
| +0.2% | +$728 | 0.24% | 22 |
|
|
2020
Q3 | $275K | Buy |
20,712
+1,878
| +10% | +$24.9K | 0.25% | 24 |
|
|
2020
Q2 | $231K | Buy |
+18,834
| New | +$231K | 0.26% | 25 |
|
|
2020
Q1 | – | Sell |
-19,554
| Closed | -$251K | – | 33 |
|
|
2019
Q4 | $251K | Buy |
+19,554
| New | +$251K | 0.25% | 29 |
|