BIP Wealth’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 | $326K | Buy |
13,661
+2
| +0% | +$48 | 0.02% | 193 |
|
|
2025
Q1 | $294K | Buy |
13,659
+862
| +7% | +$18.6K | 0.02% | 209 |
|
|
2024
Q4 | $290K | Buy |
12,797
+2
| +0% | +$45 | 0.02% | 209 |
|
|
2024
Q3 | $284K | Buy |
12,795
+60
| +0.5% | +$1.33K | 0.02% | 188 |
|
|
2024
Q2 | $267K | Sell |
12,735
-258
| -2% | -$5.41K | 0.02% | 161 |
|
|
2024
Q1 | $264K | Buy |
12,993
+294
| +2% | +$5.98K | 0.02% | 175 |
|
|
2023
Q4 | $236K | Buy |
12,699
+198
| +2% | +$3.68K | 0.02% | 175 |
|
|
2023
Q3 | $208K | Buy |
+12,501
| New | +$208K | 0.02% | 168 |
|