BFSG LLC’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 | $87.4K | Buy |
3,666
+10
| +0.3% | +$238 | 0.01% | 338 |
|
|
2025
Q1 | $78.7K | Sell |
3,656
-1,990
| -35% | -$42.8K | 0.01% | 333 |
|
|
2024
Q4 | $128K | Buy |
5,646
+3,396
| +151% | +$77.1K | 0.02% | 285 |
|
|
2024
Q3 | $49.9K | Buy |
2,250
+12
| +0.5% | +$266 | 0.01% | 379 |
|
|
2024
Q2 | $46.9K | Hold |
2,238
| – | – | 0.01% | 367 |
|
|
2024
Q1 | $45.6K | Buy |
2,238
+12
| +0.5% | +$244 | 0.01% | 380 |
|
|
2023
Q4 | $41.3K | Buy |
+2,226
| New | +$41.3K | 0.01% | 365 |
|
|
2020
Q1 | – | Sell |
-86,406
| Closed | -$1.11M | – | 186 |
|
|
2019
Q4 | $1.11M | Buy |
+86,406
| New | +$1.11M | 0.21% | 107 |
|