Birchbrook’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 | $33.4K | Sell |
1,400
-265
| -16% | -$6.32K | 0.02% | 135 |
|
|
2025
Q1 | $35.8K | Hold |
1,665
| – | – | 0.02% | 129 |
|
|
2024
Q4 | $37.8K | Hold |
1,665
| – | – | 0.02% | 130 |
|
|
2024
Q3 | $36.9K | Hold |
1,665
| – | – | 0.02% | 125 |
|
|
2024
Q2 | $34.9K | Hold |
1,665
| – | – | 0.02% | 134 |
|
|
2024
Q1 | $33.9K | Sell |
1,665
-600
| -26% | -$12.2K | 0.02% | 137 |
|
|
2023
Q4 | $42K | Buy |
+2,265
| New | +$42K | 0.03% | 133 |
|