Aspire Capital Advisors’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 | $3.86M | Sell |
161,937
-5,752
| -3% | -$137K | 1.07% | 26 |
|
|
2025
Q1 | $3.61M | Sell |
167,689
-2,345
| -1% | -$50.5K | 1.08% | 27 |
|
|
2024
Q4 | $3.86M | Sell |
170,034
-14,583
| -8% | -$331K | 1.1% | 26 |
|
|
2024
Q3 | $4.09M | Sell |
184,617
-114
| -0.1% | -$2.53K | 1.22% | 25 |
|
|
2024
Q2 | $3.87M | Sell |
184,731
-68,868
| -27% | -$1.44M | 1.27% | 24 |
|
|
2024
Q1 | $5.16M | Buy |
253,599
+37,746
| +17% | +$768K | 1.74% | 17 |
|
|
2023
Q4 | $4.01M | Buy |
215,853
+42,246
| +24% | +$784K | 1.63% | 19 |
|
|
2023
Q3 | $2.88M | Buy |
173,607
+3
| +0% | +$50 | 1.31% | 22 |
|
|
2023
Q2 | $2.99M | Sell |
173,604
-813
| -0.5% | -$14K | 1.45% | 20 |
|
|
2023
Q1 | $2.78M | Sell |
174,417
-1,800
| -1% | -$28.7K | 1.46% | 19 |
|
|
2022
Q4 | $2.63M | Sell |
176,217
-684
| -0.4% | -$10.2K | 1.5% | 19 |
|
|
2022
Q3 | $2.48M | Sell |
176,901
-2,496
| -1% | -$34.9K | 1.96% | 14 |
|
|
2022
Q2 | $2.64M | Sell |
179,397
-6,042
| -3% | -$89K | 2% | 14 |
|
|
2022
Q1 | $3.3M | Buy |
+185,439
| New | +$3.3M | 3.14% | 9 |
|