Black Diamond Financial’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 | $470K | Buy |
19,705
+162
| +0.8% | +$3.86K | 0.07% | 87 |
|
|
2025
Q1 | $421K | Buy |
19,543
+1,460
| +8% | +$31.4K | 0.06% | 100 |
|
|
2024
Q4 | $410K | Buy |
18,083
+1,256
| +7% | +$28.5K | 0.06% | 97 |
|
|
2024
Q3 | $373K | Sell |
16,827
-2,043
| -11% | -$45.3K | 0.06% | 98 |
|
|
2024
Q2 | $395K | Buy |
18,870
+1,545
| +9% | +$32.4K | 0.08% | 96 |
|
|
2024
Q1 | $321K | Hold |
17,325
| – | – | 0.09% | 83 |
|
|
2023
Q4 | $321K | Buy |
17,325
+78
| +0.5% | +$1.45K | 0.09% | 83 |
|
|
2023
Q3 | $287K | Buy |
17,247
+108
| +0.6% | +$1.8K | 0.09% | 85 |
|
|
2023
Q2 | $295K | Buy |
17,139
+999
| +6% | +$17.2K | 0.09% | 87 |
|
|
2023
Q1 | $257K | Buy |
16,140
+138
| +0.9% | +$2.2K | 0.08% | 90 |
|
|
2022
Q4 | $239K | Buy |
16,002
+42
| +0.3% | +$627 | 0.09% | 94 |
|
|
2022
Q3 | $223K | Buy |
15,960
+228
| +1% | +$3.19K | 0.09% | 97 |
|
|
2022
Q2 | $232K | Buy |
15,732
+249
| +2% | +$3.67K | 0.09% | 103 |
|
|
2022
Q1 | $276K | Buy |
15,483
+597
| +4% | +$10.6K | 0.09% | 97 |
|
|
2021
Q4 | $280K | Buy |
14,886
+72
| +0.5% | +$1.35K | 0.09% | 78 |
|
|
2021
Q3 | $256K | Buy |
14,814
+18
| +0.1% | +$311 | 0.12% | 66 |
|
|
2021
Q2 | $257K | Buy |
14,796
+18
| +0.1% | +$313 | 0.1% | 73 |
|
|
2021
Q1 | $238K | Buy |
14,778
+306
| +2% | +$4.93K | 0.1% | 74 |
|
|
2020
Q4 | $220K | Buy |
+14,472
| New | +$220K | 0.1% | 73 |
|