Biltmore Family Office’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 | $161K | Hold |
6,750
| – | – | 0.03% | 218 |
|
|
2025
Q1 | $145K | Hold |
6,750
| – | – | 0.02% | 210 |
|
|
2024
Q4 | $153K | Hold |
6,750
| – | – | 0.03% | 209 |
|
|
2024
Q3 | $150K | Hold |
6,750
| – | – | 0.03% | 213 |
|
|
2024
Q2 | $142K | Hold |
6,750
| – | – | 0.03% | 189 |
|
|
2024
Q1 | $137K | Hold |
6,750
| – | – | 0.03% | 186 |
|
|
2023
Q4 | $125K | Hold |
6,750
| – | – | 0.03% | 189 |
|
|
2023
Q3 | $112K | Buy |
+6,750
| New | +$112K | 0.03% | 186 |
|
|
2023
Q2 | – | Sell |
-13,629
| Closed | -$217K | – | 258 |
|
|
2023
Q1 | $217K | Buy |
13,629
+6,879
| +102% | +$110K | 0.05% | 211 |
|
|
2022
Q4 | $101K | Buy |
+6,750
| New | +$101K | 0.02% | 216 |
|
|
2020
Q3 | – | Sell |
-6,750
| Closed | -$83K | – | 179 |
|
|
2020
Q2 | $83K | Hold |
6,750
| – | – | 0.05% | 148 |
|
|
2020
Q1 | $68K | Hold |
6,750
| – | – | 0.04% | 142 |
|
|
2019
Q4 | $86K | Sell |
6,750
-2,250
| -25% | -$28.7K | 0.03% | 171 |
|
|
2019
Q3 | $107K | Hold |
9,000
| – | – | 0.05% | 150 |
|
|
2019
Q2 | $106K | Buy |
+9,000
| New | +$106K | 0.06% | 138 |
|