Avidian Wealth Enterprises’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 | $1.19M | Buy |
49,784
+39
| +0.1% | +$929 | 0.05% | 185 |
|
|
2025
Q1 | $1.07M | Buy |
49,745
+87
| +0.2% | +$1.87K | 0.05% | 187 |
|
|
2024
Q4 | $1.13M | Buy |
49,658
+146
| +0.3% | +$3.31K | 0.05% | 169 |
|
|
2024
Q3 | $1.1M | Buy |
49,512
+258
| +0.5% | +$5.72K | 0.05% | 173 |
|
|
2024
Q2 | $1.03M | Buy |
49,254
+474
| +1% | +$9.93K | 0.04% | 173 |
|
|
2024
Q1 | $993K | Buy |
48,780
+126
| +0.3% | +$2.56K | 0.05% | 159 |
|
|
2023
Q4 | $903K | Buy |
48,654
+171
| +0.4% | +$3.17K | 0.06% | 175 |
|
|
2023
Q3 | $806K | Buy |
48,483
+153
| +0.3% | +$2.54K | 0.06% | 189 |
|
|
2023
Q2 | $833K | Sell |
48,330
-3,387
| -7% | -$58.4K | 0.05% | 205 |
|
|
2023
Q1 | $825K | Buy |
+51,717
| New | +$825K | 0.05% | 226 |
|
|
2014
Q1 | – | Sell |
-50,424
| Closed | -$360K | – | 22 |
|
|
2013
Q4 | $360K | Buy |
+50,424
| New | +$360K | 0.33% | 20 |
|