Apella Capital’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 | $445K | Buy |
18,580
+46
| +0.2% | +$1.1K | 0.01% | 307 |
|
|
2025
Q1 | $387K | Buy |
18,534
+165
| +0.9% | +$3.45K | 0.01% | 277 |
|
|
2024
Q4 | $417K | Sell |
18,369
-60
| -0.3% | -$1.36K | 0.02% | 248 |
|
|
2024
Q3 | $405K | Buy |
18,429
+1,125
| +7% | +$24.7K | 0.02% | 235 |
|
|
2024
Q2 | $369K | Buy |
17,304
+2,628
| +18% | +$56.1K | 0.02% | 232 |
|
|
2024
Q1 | $296K | Sell |
14,676
-5,442
| -27% | -$110K | 0.01% | 244 |
|
|
2023
Q4 | $366K | Buy |
20,118
+987
| +5% | +$18K | 0.02% | 213 |
|
|
2023
Q3 | $318K | Buy |
19,131
+5,202
| +37% | +$86.4K | 0.02% | 208 |
|
|
2023
Q2 | $240K | Buy |
+13,929
| New | +$240K | 0.02% | 234 |
|
|
2022
Q4 | $207K | Buy |
+13,833
| New | +$207K | 0.02% | 224 |
|
|
2022
Q3 | – | Sell |
-14,010
| Closed | -$206K | – | 217 |
|
|
2022
Q2 | $206K | Buy |
+14,010
| New | +$206K | 0.02% | 210 |
|
|
2022
Q1 | – | Sell |
-10,770
| Closed | -$203K | – | 220 |
|
|
2021
Q4 | $203K | Buy |
+10,770
| New | +$203K | 0.03% | 198 |
|