Avantax Planning 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 | $1.41M | Sell |
59,087
-44
| -0.1% | -$1.05K | 0.04% | 160 |
|
|
2025
Q1 | $1.27M | Sell |
59,131
-2,286
| -4% | -$49.2K | 0.05% | 165 |
|
|
2024
Q4 | $1.39M | Sell |
61,417
-1,520
| -2% | -$34.5K | 0.05% | 149 |
|
|
2024
Q3 | $1.4M | Sell |
62,937
-3,411
| -5% | -$75.6K | 0.05% | 156 |
|
|
2024
Q2 | $1.39M | Sell |
66,348
-16,062
| -19% | -$337K | 0.04% | 174 |
|
|
2024
Q1 | $1.68M | Buy |
82,410
+49,593
| +151% | +$1.01M | 0.05% | 163 |
|
|
2023
Q4 | $609K | Buy |
32,817
+3,153
| +11% | +$58.5K | 0.02% | 218 |
|
|
2023
Q3 | $493K | Buy |
29,664
+138
| +0.5% | +$2.29K | 0.02% | 227 |
|
|
2023
Q2 | $509K | Buy |
29,526
+111
| +0.4% | +$1.91K | 0.02% | 234 |
|
|
2023
Q1 | $469K | Sell |
29,415
-783
| -3% | -$12.5K | 0.02% | 237 |
|
|
2022
Q4 | $451K | Sell |
30,198
-1,578
| -5% | -$23.6K | 0.02% | 240 |
|
|
2022
Q3 | $445K | Sell |
31,776
-2,667
| -8% | -$37.3K | 0.02% | 230 |
|
|
2022
Q2 | $507K | Sell |
34,443
-5,982
| -15% | -$88.1K | 0.02% | 215 |
|
|
2022
Q1 | $719K | Buy |
40,425
+10,479
| +35% | +$186K | 0.03% | 195 |
|
|
2021
Q4 | $564K | Buy |
29,946
+2,868
| +11% | +$54K | 0.02% | 204 |
|
|
2021
Q3 | $469K | Hold |
27,078
| – | – | 0.02% | 207 |
|
|
2021
Q2 | $471K | Buy |
27,078
+246
| +0.9% | +$4.28K | 0.02% | 206 |
|
|
2021
Q1 | $432K | Buy |
26,832
+258
| +1% | +$4.15K | 0.02% | 204 |
|
|
2020
Q4 | $403K | Sell |
26,574
-264
| -1% | -$4K | 0.02% | 201 |
|
|
2020
Q3 | $356K | Sell |
26,838
-2,256
| -8% | -$29.9K | 0.02% | 212 |
|
|
2020
Q2 | $356K | Buy |
29,094
+12
| +0% | +$147 | 0.02% | 200 |
|
|
2020
Q1 | $293K | Buy |
29,082
+702
| +2% | +$7.07K | 0.02% | 204 |
|
|
2019
Q4 | $364K | Buy |
28,380
+4,788
| +20% | +$61.4K | 0.02% | 205 |
|
|
2019
Q3 | $279K | Buy |
23,592
+1,260
| +6% | +$14.9K | 0.02% | 247 |
|
|
2019
Q2 | $265K | Buy |
22,332
+138
| +0.6% | +$1.64K | 0.02% | 251 |
|
|
2019
Q1 | $252K | Buy |
22,194
+72
| +0.3% | +$818 | 0.02% | 253 |
|
|
2018
Q4 | $221K | Buy |
22,122
+330
| +2% | +$3.3K | 0.02% | 241 |
|
|
2018
Q3 | $256K | Sell |
21,792
-2,796
| -11% | -$32.8K | 0.02% | 210 |
|
|
2018
Q2 | $270K | Sell |
24,588
-7,698
| -24% | -$84.5K | 0.02% | 196 |
|
|
2018
Q1 | $343K | Buy |
32,286
+8,112
| +34% | +$86.2K | 0.03% | 211 |
|
|
2017
Q4 | $260K | Buy |
24,174
+174
| +0.7% | +$1.87K | 0.02% | 248 |
|
|
2017
Q3 | $244K | Buy |
24,000
+216
| +0.9% | +$2.2K | 0.02% | 325 |
|
|
2017
Q2 | $232K | Buy |
23,784
+630
| +3% | +$6.15K | 0.02% | 305 |
|
|
2017
Q1 | $220K | Sell |
23,154
-45,426
| -66% | -$432K | 0.02% | 303 |
|
|
2016
Q4 | $619K | Buy |
+68,580
| New | +$619K | 0.07% | 141 |
|