B&D White Capital Company’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 | $1.52M | Buy |
63,669
+36
| +0.1% | +$858 | 0.23% | 52 |
|
|
2025
Q1 | $1.37M | Sell |
63,633
-3,668
| -5% | -$79K | 0.2% | 42 |
|
|
2024
Q4 | $1.53M | Buy |
67,301
+1,367
| +2% | +$31K | 0.26% | 33 |
|
|
2024
Q3 | $1.46M | Buy |
65,934
+5,343
| +9% | +$118K | 0.25% | 39 |
|
|
2024
Q2 | $1.27M | Buy |
60,591
+1,053
| +2% | +$22.1K | 0.27% | 20 |
|
|
2024
Q1 | $1.21M | Buy |
59,538
+198
| +0.3% | +$4.03K | 0.27% | 29 |
|
|
2023
Q4 | $1.1M | Buy |
59,340
+2,409
| +4% | +$44.7K | 0.34% | 30 |
|
|
2023
Q3 | $946K | Buy |
56,931
+558
| +1% | +$9.27K | 0.35% | 31 |
|
|
2023
Q2 | $971K | Buy |
56,373
+6
| +0% | +$103 | 0.34% | 33 |
|
|
2023
Q1 | $899K | Buy |
56,367
+6,645
| +13% | +$106K | 0.3% | 34 |
|
|
2022
Q4 | $743K | Buy |
49,722
+32,295
| +185% | +$482K | 0.19% | 37 |
|
|
2022
Q3 | $243K | Buy |
17,427
+2,883
| +20% | +$40.2K | 0.09% | 54 |
|
|
2022
Q2 | $214K | Buy |
14,544
+69
| +0.5% | +$1.02K | 0.09% | 46 |
|
|
2022
Q1 | $257K | Buy |
14,475
+207
| +1% | +$3.68K | 0.08% | 55 |
|
|
2021
Q4 | $268K | Buy |
14,268
+912
| +7% | +$17.1K | 0.09% | 50 |
|
|
2021
Q3 | $231K | Sell |
13,356
-498
| -4% | -$8.61K | 0.09% | 70 |
|
|
2021
Q2 | $240K | Buy |
+13,854
| New | +$240K | 0.11% | 40 |
|
|
2021
Q1 | – | Sell |
-11,910
| Closed | -$180K | – | 75 |
|
|
2020
Q4 | $180K | Buy |
+11,910
| New | +$180K | 0.1% | 41 |
|