AFA
American Financial Advisors’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 | $322K | Sell |
13,531
-398
| -3% | -$9.49K | 0.05% | 116 |
|
|
2025
Q1 | $300K | Buy |
13,929
+1
| +0% | +$22 | 0.04% | 114 |
|
|
2024
Q4 | $316K | Buy |
13,928
+8,905
| +177% | +$202K | 0.04% | 110 |
|
|
2024
Q3 | $334K | Buy |
5,023
+23
| +0.5% | +$1.53K | 0.05% | 107 |
|
|
2024
Q2 | $314K | Sell |
5,000
-226
| -4% | -$14.2K | 0.04% | 110 |
|
|
2024
Q1 | $319K | Buy |
5,226
+23
| +0.4% | +$1.4K | 0.04% | 107 |
|
|
2023
Q4 | $290K | Sell |
5,203
-43
| -0.8% | -$2.39K | 0.04% | 108 |
|
|
2023
Q3 | $262K | Buy |
5,246
+223
| +4% | +$11.1K | 0.04% | 111 |
|
|
2023
Q2 | $260K | Buy |
5,023
+17
| +0.3% | +$879 | 0.04% | 112 |
|
|
2023
Q1 | $240K | Buy |
5,006
+414
| +9% | +$19.8K | 0.04% | 114 |
|
|
2022
Q4 | $206K | Buy |
+4,592
| New | +$206K | 0.03% | 117 |
|
|
2022
Q3 | – | Sell |
-5,251
| Closed | -$232K | – | 121 |
|
|
2022
Q2 | $232K | Buy |
5,251
+51
| +1% | +$2.25K | 0.06% | 69 |
|
|
2022
Q1 | $278K | Buy |
5,200
+2,611
| +101% | +$140K | 0.04% | 112 |
|
|
2021
Q4 | $293K | Sell |
2,589
-181
| -7% | -$20.5K | 0.04% | 111 |
|
|
2021
Q3 | $288K | Buy |
2,770
+83
| +3% | +$8.63K | 0.04% | 108 |
|
|
2021
Q2 | $280K | Buy |
2,687
+72
| +3% | +$7.5K | 0.04% | 111 |
|
|
2021
Q1 | $253K | Sell |
2,615
-1
| -0% | -$97 | 0.04% | 108 |
|
|
2020
Q4 | $238K | Buy |
2,616
+53
| +2% | +$4.82K | 0.03% | 105 |
|
|
2020
Q3 | $204K | Buy |
+2,563
| New | +$204K | 0.03% | 101 |
|