Bell Investment Advisors’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 | $51.3K | Sell |
2,152
-22,282
| -91% | -$531K | 0.01% | 242 |
|
|
2025
Q1 | $526K | Sell |
24,434
-22,453
| -48% | -$483K | 0.1% | 63 |
|
|
2024
Q4 | $1.06M | Buy |
46,887
+360
| +0.8% | +$8.17K | 0.2% | 49 |
|
|
2024
Q3 | $1.03M | Sell |
46,527
-11,217
| -19% | -$249K | 0.19% | 49 |
|
|
2024
Q2 | $1.21M | Buy |
57,744
+1,407
| +2% | +$29.5K | 0.24% | 47 |
|
|
2024
Q1 | $1.15M | Sell |
56,337
-13,713
| -20% | -$279K | 0.22% | 49 |
|
|
2023
Q4 | $1.3M | Sell |
70,050
-12,837
| -15% | -$238K | 0.27% | 44 |
|
|
2023
Q3 | $1.38M | Buy |
82,887
+315
| +0.4% | +$5.23K | 0.31% | 39 |
|
|
2023
Q2 | $1.42M | Buy |
82,572
+303
| +0.4% | +$5.22K | 0.32% | 37 |
|
|
2023
Q1 | $1.31M | Sell |
82,269
-18,990
| -19% | -$303K | 0.31% | 37 |
|
|
2022
Q4 | $1.51M | Buy |
+101,259
| New | +$1.51M | 0.38% | 31 |
|