BetterWealth’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 | $469K | Hold |
19,695
| – | – | 0.12% | 35 |
|
|
2025
Q1 | $424K | Hold |
19,695
| – | – | 0.12% | 36 |
|
|
2024
Q4 | $447K | Hold |
19,695
| – | – | 0.12% | 39 |
|
|
2024
Q3 | $437K | Hold |
19,695
| – | – | 0.13% | 39 |
|
|
2024
Q2 | $413K | Sell |
19,695
-1,788
| -8% | -$37.5K | 0.13% | 39 |
|
|
2024
Q1 | $437K | Hold |
21,483
| – | – | 0.14% | 41 |
|
|
2023
Q4 | $399K | Hold |
21,483
| – | – | 0.14% | 41 |
|
|
2023
Q3 | $357K | Buy |
+21,483
| New | +$357K | 0.14% | 34 |
|