Ausdal Financial Partners’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 | $2.61M | Buy |
109,389
+2,352
| +2% | +$56K | 0.17% | 133 |
|
|
2025
Q1 | $2.3M | Sell |
107,037
-90,952
| -46% | -$1.96M | 0.17% | 132 |
|
|
2024
Q4 | $4.49M | Buy |
197,989
+95,368
| +93% | +$2.16M | 0.39% | 58 |
|
|
2024
Q3 | $2.28M | Sell |
102,621
-3,624
| -3% | -$80.4K | 0.24% | 97 |
|
|
2024
Q2 | $2.23M | Sell |
106,245
-795
| -0.7% | -$16.7K | 0.24% | 98 |
|
|
2024
Q1 | $2.18M | Buy |
107,040
+1,116
| +1% | +$22.7K | 0.25% | 99 |
|
|
2023
Q4 | $1.97M | Buy |
105,924
+6,876
| +7% | +$128K | 0.24% | 99 |
|
|
2023
Q3 | $1.65M | Buy |
99,048
+12,870
| +15% | +$214K | 0.23% | 110 |
|
|
2023
Q2 | $1.49M | Buy |
86,178
+3
| +0% | +$52 | 0.2% | 117 |
|
|
2023
Q1 | $1.37M | Buy |
86,175
+4,374
| +5% | +$69.8K | 0.19% | 129 |
|
|
2022
Q4 | $1.22M | Sell |
81,801
-4,635
| -5% | -$69.2K | 0.18% | 135 |
|
|
2022
Q3 | $1.21M | Sell |
86,436
-375
| -0.4% | -$5.25K | 0.19% | 129 |
|
|
2022
Q2 | $1.28M | Sell |
86,811
-5,739
| -6% | -$84.6K | 0.19% | 141 |
|
|
2022
Q1 | $1.65M | Sell |
92,550
-1,218
| -1% | -$21.7K | 0.22% | 121 |
|
|
2021
Q4 | $1.77M | Buy |
93,768
+2,130
| +2% | +$40.1K | 0.24% | 121 |
|
|
2021
Q3 | $1.59M | Sell |
91,638
-582
| -0.6% | -$10.1K | 0.24% | 121 |
|
|
2021
Q2 | $1.6M | Buy |
92,220
+12,600
| +16% | +$219K | 0.24% | 119 |
|
|
2021
Q1 | $1.28M | Buy |
79,620
+7,452
| +10% | +$120K | 0.22% | 137 |
|
|
2020
Q4 | $1.09M | Buy |
72,168
+8,826
| +14% | +$134K | 0.21% | 135 |
|
|
2020
Q3 | $841K | Buy |
63,342
+19,116
| +43% | +$254K | 0.2% | 133 |
|
|
2020
Q2 | $542K | Buy |
44,226
+3,966
| +10% | +$48.6K | 0.18% | 133 |
|
|
2020
Q1 | $443K | Buy |
40,260
+14,604
| +57% | +$161K | 0.16% | 153 |
|
|
2019
Q4 | $333K | Buy |
25,656
+1,386
| +6% | +$18K | 0.1% | 231 |
|
|
2019
Q3 | $287K | Buy |
+24,270
| New | +$287K | 0.1% | 236 |
|
|
2016
Q1 | – | Sell |
-6,708
| Closed | -$55K | – | 866 |
|
|
2015
Q4 | $55K | Buy |
+6,708
| New | +$55K | 0.03% | 429 |
|