Angeles 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 | $2.39M | Buy |
100,227
+95,204
| +1,895% | +$2.27M | 0.16% | 52 |
|
|
2025
Q1 | $108K | Buy |
5,023
+2,311
| +85% | +$49.8K | 0.01% | 304 |
|
|
2024
Q4 | $61.6K | Hold |
2,712
| – | – | 0.01% | 333 |
|
|
2024
Q3 | $60.1K | Hold |
2,712
| – | – | 0.01% | 294 |
|
|
2024
Q2 | $56.8K | Buy |
2,712
+42
| +2% | +$880 | 0.01% | 258 |
|
|
2024
Q1 | $54.3K | Hold |
2,670
| – | – | 0.01% | 251 |
|
|
2023
Q4 | $49.5K | Buy |
2,670
+270
| +11% | +$5.01K | 0.01% | 223 |
|
|
2023
Q3 | $39.9K | Hold |
2,400
| – | – | 0.01% | 203 |
|
|
2023
Q2 | $41.4K | Hold |
2,400
| – | – | 0.01% | 203 |
|
|
2023
Q1 | $38.3K | Hold |
2,400
| – | – | 0.01% | 193 |
|
|
2022
Q4 | $35.8K | Buy |
+2,400
| New | +$35.8K | 0.01% | 196 |
|