Avantax Advisory Services’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 | $1.94M | Buy |
81,215
+2,664
| +3% | +$63.5K | 0.01% | 819 |
|
|
2025
Q1 | $1.69M | Sell |
78,551
-3,884
| -5% | -$83.6K | 0.01% | 835 |
|
|
2024
Q4 | $1.87M | Buy |
82,435
+10,201
| +14% | +$232K | 0.01% | 743 |
|
|
2024
Q3 | $1.6M | Buy |
72,234
+3,123
| +5% | +$69.2K | 0.01% | 798 |
|
|
2024
Q2 | $1.45M | Buy |
69,111
+34,692
| +101% | +$727K | 0.01% | 797 |
|
|
2024
Q1 | $700K | Buy |
34,419
+6,018
| +21% | +$122K | 0.01% | 894 |
|
|
2023
Q4 | $527K | Buy |
28,401
+11,751
| +71% | +$218K | 0.01% | 960 |
|
|
2023
Q3 | $277K | Buy |
16,650
+1,866
| +13% | +$31K | ﹤0.01% | 1242 |
|
|
2023
Q2 | $255K | Buy |
14,784
+1,935
| +15% | +$33.3K | ﹤0.01% | 1272 |
|
|
2023
Q1 | $205K | Buy |
+12,849
| New | +$205K | ﹤0.01% | 1367 |
|
|
2020
Q4 | – | Sell |
-20,742
| Closed | -$274K | – | 1290 |
|
|
2020
Q3 | $274K | Buy |
+20,742
| New | +$274K | ﹤0.01% | 1068 |
|
|
2019
Q4 | – | Sell |
-22,176
| Closed | -$263K | – | 844 |
|
|
2019
Q3 | $263K | Sell |
22,176
-5,820
| -21% | -$69K | 0.01% | 465 |
|
|
2019
Q2 | $329K | Sell |
27,996
-35,214
| -56% | -$414K | 0.01% | 381 |
|
|
2019
Q1 | $717K | Buy |
+63,210
| New | +$717K | 0.04% | 226 |
|