ARK & TLK Investments’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 | $2.04M | Sell |
85,569
-153
| -0.2% | -$3.65K | 0.65% | 25 |
|
2025
Q1 | $1.85M | Hold |
85,722
| – | – | 0.65% | 28 |
|
2024
Q4 | $1.95M | Hold |
85,722
| – | – | 0.68% | 24 |
|
2024
Q3 | $1.9M | Sell |
85,722
-120
| -0.1% | -$2.66K | 0.68% | 24 |
|
2024
Q2 | $1.8M | Hold |
85,842
| – | – | 0.67% | 24 |
|
2024
Q1 | $1.75M | Hold |
85,842
| – | – | 0.68% | 26 |
|
2023
Q4 | $1.59M | Buy |
+85,842
| New | +$1.59M | 0.64% | 27 |
|