Baker Tilly Wealth Management’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 | $640K | Buy |
26,874
+32
| +0.1% | +$763 | 0.23% | 104 |
|
|
2025
Q1 | $578K | Buy |
26,842
+34
| +0.1% | +$732 | 0.23% | 103 |
|
|
2024
Q4 | $609K | Sell |
26,808
-204
| -0.8% | -$4.63K | 0.24% | 103 |
|
|
2024
Q3 | $599K | Buy |
27,012
+63
| +0.2% | +$1.4K | 0.27% | 94 |
|
|
2024
Q2 | $565K | Hold |
26,949
| – | – | 0.23% | 104 |
|
|
2024
Q1 | $548K | Hold |
26,949
| – | – | 0.1% | 228 |
|
|
2023
Q4 | $500K | Sell |
26,949
-17,028
| -39% | -$316K | 0.08% | 278 |
|
|
2023
Q3 | $731K | Sell |
43,977
-11,382
| -21% | -$189K | 0.12% | 171 |
|
|
2023
Q2 | $954K | Sell |
55,359
-12,843
| -19% | -$221K | 0.1% | 206 |
|
|
2023
Q1 | $1.09M | Sell |
68,202
-64,266
| -49% | -$1.03M | 0.12% | 185 |
|
|
2022
Q4 | $1.98M | Buy |
132,468
+12,042
| +10% | +$180K | 0.24% | 97 |
|
|
2022
Q3 | $1.69M | Sell |
120,426
-4,737
| -4% | -$66.3K | 0.23% | 94 |
|
|
2022
Q2 | $1.84M | Buy |
+125,163
| New | +$1.84M | 0.24% | 91 |
|