Bear Mountain Capital’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
Q1 | – | Sell |
-80
| Closed | -$1.89K | – | 347 |
|
|
2024
Q4 | $1.89K | Sell |
80
-775
| -91% | -$18.3K | ﹤0.01% | 123 |
|
|
2024
Q3 | $6.39K | Buy |
855
+282
| +49% | +$2.11K | ﹤0.01% | 104 |
|
|
2024
Q2 | $12.4K | Hold |
573
| – | – | 0.01% | 94 |
|
|
2024
Q1 | $11.1K | Sell |
573
-393
| -41% | -$7.62K | ﹤0.01% | 108 |
|
|
2023
Q4 | $17.8K | Buy |
+966
| New | +$17.8K | 0.01% | 99 |
|