Barden Capital 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 | $2.12M | Buy |
88,773
+3,929
| +5% | +$93.6K | 1.85% | 20 |
|
|
2025
Q1 | $1.83M | Buy |
84,844
+3,922
| +5% | +$84.4K | 1.63% | 22 |
|
|
2024
Q4 | $1.84M | Buy |
80,922
+1,548
| +2% | +$35.1K | 1.58% | 24 |
|
|
2024
Q3 | $1.76M | Buy |
79,374
+3,321
| +4% | +$73.6K | 1.55% | 25 |
|
|
2024
Q2 | $1.59M | Buy |
76,053
+792
| +1% | +$16.6K | 1.5% | 26 |
|
|
2024
Q1 | $1.53M | Sell |
75,261
-4,644
| -6% | -$94.5K | 1.48% | 27 |
|
|
2023
Q4 | $1.33M | Hold |
79,905
| – | – | 1.08% | 35 |
|
|
2023
Q3 | $1.33M | Buy |
79,905
+3,492
| +5% | +$58K | 1.29% | 30 |
|
|
2023
Q2 | $1.32M | Buy |
+76,413
| New | +$1.32M | 1.45% | 28 |
|