Bill Few Associates’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 | $381K | Hold |
15,972
| – | – | 0.11% | 130 |
|
|
2025
Q1 | $344K | Hold |
15,972
| – | – | 0.12% | 125 |
|
|
2024
Q4 | $363K | Hold |
15,972
| – | – | 0.13% | 123 |
|
|
2024
Q3 | $354K | Hold |
15,972
| – | – | 0.13% | 125 |
|
|
2024
Q2 | $335K | Hold |
15,972
| – | – | 0.13% | 125 |
|
|
2024
Q1 | $325K | Hold |
15,972
| – | – | 0.13% | 119 |
|
|
2023
Q4 | $296K | Hold |
15,972
| – | – | 0.14% | 120 |
|
|
2023
Q3 | $265K | Hold |
15,972
| – | – | 0.14% | 111 |
|
|
2023
Q2 | $275K | Hold |
15,972
| – | – | 0.14% | 114 |
|
|
2023
Q1 | $255K | Hold |
15,972
| – | – | 0.14% | 110 |
|
|
2022
Q4 | $239K | Buy |
+15,972
| New | +$239K | 0.14% | 109 |
|