Aurora Private Wealth’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 | $242K | Buy |
+10,141
| New | +$242K | 0.18% | 138 |
|
|
2022
Q4 | – | Sell |
-639,705
| Closed | -$8.95M | – | 171 |
|
|
2022
Q3 | $8.95M | Buy |
639,705
+46,617
| +8% | +$653K | 4.14% | 4 |
|
|
2022
Q2 | $8.74M | Buy |
593,088
+951
| +0.2% | +$14K | 3.94% | 4 |
|
|
2022
Q1 | $10.5M | Buy |
592,137
+13,365
| +2% | +$238K | 4.34% | 3 |
|
|
2021
Q4 | $10.9M | Buy |
578,772
+12,270
| +2% | +$231K | 4.73% | 3 |
|
|
2021
Q3 | $9.81M | Buy |
566,502
+33,756
| +6% | +$584K | 3.98% | 4 |
|
|
2021
Q2 | $9.26M | Buy |
532,746
+49,584
| +10% | +$862K | 3.71% | 4 |
|
|
2021
Q1 | $7.79M | Buy |
483,162
+28,008
| +6% | +$451K | 3.23% | 5 |
|
|
2020
Q4 | $6.9M | Buy |
455,154
+30,936
| +7% | +$469K | 2.92% | 5 |
|
|
2020
Q3 | $5.63M | Buy |
424,218
+28,482
| +7% | +$378K | 2.41% | 9 |
|
|
2020
Q2 | $4.85M | Sell |
395,736
-249,852
| -39% | -$3.06M | 2.23% | 11 |
|
|
2020
Q1 | $6.5M | Buy |
645,588
+202,176
| +46% | +$2.04M | 2.29% | 9 |
|
|
2019
Q4 | $5.68M | Buy |
+443,412
| New | +$5.68M | 2.01% | 9 |
|