Bellevue Asset 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 | $10K | Hold |
420
| – | – | ﹤0.01% | 277 |
|
|
2025
Q1 | $9.04K | Hold |
420
| – | – | ﹤0.01% | 276 |
|
|
2024
Q4 | $9.53K | Hold |
420
| – | – | ﹤0.01% | 281 |
|
|
2024
Q3 | $9.31K | Hold |
420
| – | – | ﹤0.01% | 271 |
|
|
2024
Q2 | $8.8K | Hold |
420
| – | – | ﹤0.01% | 272 |
|
|
2024
Q1 | $8.55K | Hold |
420
| – | – | ﹤0.01% | 265 |
|
|
2023
Q4 | $7.79K | Hold |
420
| – | – | 0.01% | 270 |
|
|
2023
Q3 | $6.98K | Hold |
420
| – | – | ﹤0.01% | 272 |
|
|
2023
Q2 | $7.24K | Hold |
420
| – | – | ﹤0.01% | 283 |
|
|
2023
Q1 | $6.7K | Hold |
420
| – | – | ﹤0.01% | 292 |
|
|
2022
Q4 | $6.22K | Hold |
420
| – | – | ﹤0.01% | 296 |
|
|
2022
Q3 | $6K | Hold |
420
| – | – | ﹤0.01% | 310 |
|
|
2022
Q2 | $6K | Hold |
420
| – | – | ﹤0.01% | 314 |
|
|
2022
Q1 | $8K | Hold |
420
| – | – | ﹤0.01% | 324 |
|
|
2021
Q4 | $8K | Hold |
420
| – | – | ﹤0.01% | 338 |
|
|
2021
Q3 | $7K | Hold |
420
| – | – | ﹤0.01% | 360 |
|
|
2021
Q2 | $7K | Hold |
420
| – | – | ﹤0.01% | 351 |
|
|
2021
Q1 | $7K | Hold |
420
| – | – | ﹤0.01% | 386 |
|
|
2020
Q4 | $7K | Sell |
420
-690
| -62% | -$11.5K | ﹤0.01% | 378 |
|
|
2020
Q3 | $15K | Hold |
1,110
| – | – | 0.01% | 294 |
|
|
2020
Q2 | $14K | Hold |
1,110
| – | – | 0.01% | 299 |
|
|
2020
Q1 | $12K | Buy |
1,110
+420
| +61% | +$4.54K | 0.01% | 319 |
|
|
2019
Q4 | $9K | Buy |
+690
| New | +$9K | 0.01% | 322 |
|