Beaird Harris 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 | $17.9K | Hold |
750
| – | – | ﹤0.01% | 340 |
|
|
2025
Q1 | $16.1K | Hold |
750
| – | – | ﹤0.01% | 322 |
|
|
2024
Q4 | $17K | Sell |
750
-174
| -19% | -$3.95K | ﹤0.01% | 319 |
|
|
2024
Q3 | $20.5K | Hold |
924
| – | – | ﹤0.01% | 292 |
|
|
2024
Q2 | $19.4K | Hold |
924
| – | – | ﹤0.01% | 303 |
|
|
2024
Q1 | $18.8K | Hold |
924
| – | – | ﹤0.01% | 284 |
|
|
2023
Q4 | $17.1K | Hold |
924
| – | – | ﹤0.01% | 278 |
|
|
2023
Q3 | $15.4K | Buy |
924
+750
| +431% | +$12.5K | ﹤0.01% | 246 |
|
|
2023
Q2 | $3K | Hold |
174
| – | – | ﹤0.01% | 351 |
|
|
2023
Q1 | $2.78K | Hold |
174
| – | – | ﹤0.01% | 357 |
|
|
2022
Q4 | $2.6K | Hold |
174
| – | – | ﹤0.01% | 532 |
|
|
2022
Q3 | $2K | Buy |
174
+66
| +61% | +$759 | ﹤0.01% | 411 |
|
|
2022
Q2 | $2K | Sell |
108
-66
| -38% | -$1.22K | ﹤0.01% | 349 |
|
|
2022
Q1 | $3K | Hold |
174
| – | – | ﹤0.01% | 499 |
|
|
2021
Q4 | $3K | Buy |
+174
| New | +$3K | ﹤0.01% | 544 |
|