Anchor Investment 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 | $453K | Buy |
19,025
+900
| +5% | +$21.4K | 0.04% | 269 |
|
|
2025
Q1 | $390K | Buy |
18,125
+893
| +5% | +$19.2K | 0.04% | 280 |
|
|
2024
Q4 | $391K | Hold |
17,232
| – | – | 0.04% | 279 |
|
|
2024
Q3 | $382K | Sell |
17,232
-981
| -5% | -$21.8K | 0.04% | 285 |
|
|
2024
Q2 | $382K | Sell |
18,213
-7,365
| -29% | -$154K | 0.04% | 269 |
|
|
2024
Q1 | $521K | Buy |
25,578
+255
| +1% | +$5.19K | 0.05% | 239 |
|
|
2023
Q4 | $470K | Buy |
25,323
+870
| +4% | +$16.1K | 0.05% | 247 |
|
|
2023
Q3 | $406K | Sell |
24,453
-240
| -1% | -$3.99K | 0.05% | 253 |
|
|
2023
Q2 | $426K | Buy |
24,693
+420
| +2% | +$7.24K | 0.05% | 251 |
|
|
2023
Q1 | $387K | Sell |
24,273
-2,115
| -8% | -$33.7K | 0.05% | 259 |
|
|
2022
Q4 | $394K | Hold |
26,388
| – | – | 0.06% | 249 |
|
|
2022
Q3 | $369K | Sell |
26,388
-735
| -3% | -$10.3K | 0.06% | 248 |
|
|
2022
Q2 | $400K | Buy |
27,123
+771
| +3% | +$11.4K | 0.06% | 246 |
|
|
2022
Q1 | $469K | Hold |
26,352
| – | – | 0.06% | 256 |
|
|
2021
Q4 | $496K | Hold |
26,352
| – | – | 0.06% | 246 |
|
|
2021
Q3 | $456K | Buy |
26,352
+4,128
| +19% | +$71.5K | 0.06% | 243 |
|
|
2021
Q2 | $386K | Buy |
22,224
+240
| +1% | +$4.17K | 0.05% | 266 |
|
|
2021
Q1 | $354K | Hold |
21,984
| – | – | 0.05% | 260 |
|
|
2020
Q4 | $333K | Buy |
21,984
+90
| +0.4% | +$1.37K | 0.06% | 223 |
|
|
2020
Q3 | $291K | Buy |
21,894
+840
| +4% | +$11.2K | 0.06% | 224 |
|
|
2020
Q2 | $258K | Buy |
21,054
+750
| +4% | +$9.18K | 0.06% | 223 |
|
|
2020
Q1 | $204K | Buy |
20,304
+8,970
| +79% | +$90.3K | 0.05% | 237 |
|
|
2019
Q4 | $145K | Hold |
11,334
| – | – | 0.03% | 327 |
|
|
2019
Q3 | $134K | Buy |
11,334
+702
| +7% | +$8.31K | 0.03% | 337 |
|
|
2019
Q2 | $125K | Buy |
10,632
+510
| +5% | +$6K | 0.03% | 338 |
|
|
2019
Q1 | $115K | Buy |
10,122
+450
| +5% | +$5.1K | 0.03% | 345 |
|
|
2018
Q4 | $96.6K | Hold |
9,672
| – | – | 0.03% | 350 |
|
|
2018
Q3 | $113K | Hold |
9,672
| – | – | 0.03% | 358 |
|
|
2018
Q2 | $106K | Buy |
9,672
+1,200
| +14% | +$13.2K | 0.03% | 376 |
|
|
2018
Q1 | $90.1K | Buy |
8,472
+8,310
| +5,130% | +$88.3K | 0.02% | 402 |
|
|
2017
Q4 | $1.74K | Hold |
162
| – | – | ﹤0.01% | 772 |
|
|
2017
Q3 | $1.65K | Buy |
162
+102
| +170% | +$1.04K | ﹤0.01% | 744 |
|
|
2017
Q2 | $585 | Hold |
60
| – | – | ﹤0.01% | 692 |
|
|
2017
Q1 | $571 | Sell |
60
-870
| -94% | -$8.28K | ﹤0.01% | 688 |
|
|
2016
Q4 | $8.4K | Hold |
930
| – | – | ﹤0.01% | 566 |
|
|
2016
Q3 | $8.11K | Hold |
930
| – | – | ﹤0.01% | 548 |
|
|
2016
Q2 | $7.8K | Hold |
930
| – | – | ﹤0.01% | 544 |
|
|
2016
Q1 | $7.64K | Buy |
+930
| New | +$7.64K | ﹤0.01% | 520 |
|