American Capital Advisory’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 | $38.6K | Hold |
1,621
| – | – | 0.02% | 203 |
|
|
2025
Q1 | $34.9K | Sell |
1,621
-521
| -24% | -$11.2K | 0.02% | 215 |
|
|
2024
Q4 | $48.6K | Buy |
2,142
+288
| +16% | +$6.54K | 0.03% | 183 |
|
|
2024
Q3 | $41.1K | Sell |
1,854
-966
| -34% | -$21.4K | 0.02% | 195 |
|
|
2024
Q2 | $52.3K | Sell |
2,820
-297
| -10% | -$5.51K | 0.04% | 152 |
|
|
2024
Q1 | $49.7K | Buy |
3,117
+297
| +11% | +$4.74K | 0.04% | 143 |
|
|
2023
Q4 | $52.3K | Buy |
+2,820
| New | +$52.3K | 0.04% | 152 |
|