Americana Partners’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 | $284K | Buy |
11,930
+35
| +0.3% | +$834 | 0.01% | 369 |
|
|
2025
Q1 | $256K | Buy |
11,895
+36
| +0.3% | +$775 | 0.01% | 343 |
|
|
2024
Q4 | $269K | Hold |
11,859
| – | – | 0.01% | 349 |
|
|
2024
Q3 | $263K | Buy |
11,859
+75
| +0.6% | +$1.66K | 0.02% | 328 |
|
|
2024
Q2 | $247K | Hold |
11,784
| – | – | 0.02% | 309 |
|
|
2024
Q1 | $240K | Buy |
11,784
+36
| +0.3% | +$733 | 0.02% | 315 |
|
|
2023
Q4 | $218K | Buy |
+11,748
| New | +$218K | 0.02% | 294 |
|
|
2023
Q3 | – | Sell |
-11,748
| Closed | -$202K | – | 322 |
|
|
2023
Q2 | $202K | Buy |
+11,748
| New | +$202K | 0.03% | 277 |
|