BFC
Bedel Financial Consulting’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Buy |
35,738
+44
| +0.1% | +$1.05K | 0.12% | 103 |
|
|
2025
Q1 | $769K | Buy |
35,694
+45
| +0.1% | +$969 | 0.11% | 105 |
|
|
2024
Q4 | $837K | Buy |
35,649
+23,775
| +200% | +$558K | 0.12% | 100 |
|
|
2024
Q3 | $790K | Buy |
11,874
+31
| +0.3% | +$2.06K | 0.11% | 100 |
|
|
2024
Q2 | $745K | Hold |
11,843
| – | – | 0.11% | 98 |
|
|
2024
Q1 | $723K | Buy |
11,843
+14
| +0.1% | +$855 | 0.11% | 95 |
|
|
2023
Q4 | $658K | Buy |
11,829
+21
| +0.2% | +$1.17K | 0.12% | 104 |
|
|
2023
Q3 | $589K | Buy |
11,808
+18
| +0.2% | +$897 | 0.12% | 104 |
|
|
2023
Q2 | $610K | Buy |
11,790
+2,631
| +29% | +$136K | 0.13% | 100 |
|
|
2023
Q1 | $438K | Sell |
9,159
-2,603
| -22% | -$125K | 0.11% | 124 |
|
|
2022
Q4 | $527K | Buy |
11,762
+21
| +0.2% | +$941 | 0.13% | 102 |
|
|
2022
Q3 | $524K | Sell |
11,741
-285
| -2% | -$12.7K | 0.14% | 101 |
|
|
2022
Q2 | $531K | Buy |
12,026
+19
| +0.2% | +$839 | 0.16% | 90 |
|
|
2022
Q1 | $641K | Buy |
12,007
+5,911
| +97% | +$316K | 0.2% | 68 |
|
|
2021
Q4 | $689K | Buy |
6,096
+108
| +2% | +$12.2K | 0.21% | 66 |
|
|
2021
Q3 | $622K | Buy |
5,988
+65
| +1% | +$6.75K | 0.21% | 70 |
|
|
2021
Q2 | $618K | Buy |
5,923
+108
| +2% | +$11.3K | 0.22% | 69 |
|
|
2021
Q1 | $562K | Buy |
5,815
+491
| +9% | +$47.5K | 0.22% | 73 |
|
|
2020
Q4 | $484K | Sell |
5,324
-120
| -2% | -$10.9K | 0.21% | 70 |
|
|
2020
Q3 | $434K | Buy |
5,444
+69
| +1% | +$5.5K | 0.22% | 67 |
|
|
2020
Q2 | $395K | Sell |
5,375
-246
| -4% | -$18.1K | 0.21% | 70 |
|
|
2020
Q1 | $340K | Sell |
5,621
-296
| -5% | -$17.9K | 0.22% | 76 |
|
|
2019
Q4 | $455K | Buy |
5,917
+231
| +4% | +$17.8K | 0.26% | 69 |
|
|
2019
Q3 | $404K | Sell |
5,686
-612
| -10% | -$43.5K | 0.24% | 78 |
|
|
2019
Q2 | $444K | Hold |
6,298
| – | – | 0.27% | 74 |
|
|
2019
Q1 | $429K | Buy |
6,298
+5
| +0.1% | +$341 | 0.27% | 72 |
|
|
2018
Q4 | $377K | Sell |
6,293
-62
| -1% | -$3.71K | 0.27% | 74 |
|
|
2018
Q3 | $429K | Buy |
6,355
+2,307
| +57% | +$156K | 0.29% | 76 |
|
|
2018
Q2 | $267K | Hold |
4,048
| – | – | 0.2% | 114 |
|
|
2018
Q1 | $258K | Sell |
4,048
-561
| -12% | -$35.8K | 0.2% | 115 |
|
|
2017
Q4 | $297K | Buy |
+4,609
| New | +$297K | 0.27% | 90 |
|