Badgley Phelps Wealth Managers’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 | $294K | Sell |
12,340
-5
| -0% | -$119 | 0.01% | 260 |
|
|
2025
Q1 | $266K | Buy |
12,345
+311
| +3% | +$6.7K | 0.01% | 269 |
|
|
2024
Q4 | $273K | Buy |
12,034
+1,999
| +20% | +$45.4K | 0.01% | 265 |
|
|
2024
Q3 | $223K | Hold |
10,035
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $211K | Buy |
10,035
+6
| +0.1% | +$126 | 0.01% | 248 |
|
|
2024
Q1 | $204K | Buy |
+10,029
| New | +$204K | 0.01% | 242 |
|