Blankinship & Foster’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 | $538K | Buy |
22,569
+4
| +0% | +$95 | 0.13% | 42 |
|
|
2025
Q1 | $486K | Sell |
22,565
-1,720
| -7% | -$37K | 0.12% | 41 |
|
|
2024
Q4 | $551K | Buy |
24,285
+3
| +0% | +$68 | 0.14% | 39 |
|
|
2024
Q3 | $538K | Buy |
24,282
+9
| +0% | +$200 | 0.13% | 39 |
|
|
2024
Q2 | $509K | Hold |
24,273
| – | – | 0.13% | 40 |
|
|
2024
Q1 | $494K | Sell |
24,273
-744
| -3% | -$15.1K | 0.13% | 42 |
|
|
2023
Q4 | $464K | Sell |
25,017
-24
| -0.1% | -$445 | 0.13% | 41 |
|
|
2023
Q3 | $416K | Sell |
25,041
-714
| -3% | -$11.9K | 0.14% | 39 |
|
|
2023
Q2 | $444K | Sell |
25,755
-1,386
| -5% | -$23.9K | 0.14% | 39 |
|
|
2023
Q1 | $433K | Buy |
27,141
+12
| +0% | +$191 | 0.19% | 39 |
|
|
2022
Q4 | $405K | Buy |
27,129
+12
| +0% | +$179 | 0.18% | 42 |
|
|
2022
Q3 | $380K | Buy |
27,117
+12
| +0% | +$168 | 0.18% | 40 |
|
|
2022
Q2 | $399K | Sell |
27,105
-16,974
| -39% | -$250K | 0.18% | 38 |
|
|
2022
Q1 | $784K | Buy |
44,079
+12,183
| +38% | +$217K | 0.32% | 31 |
|
|
2021
Q4 | $601K | Buy |
31,896
+12
| +0% | +$226 | 0.23% | 32 |
|
|
2021
Q3 | $552K | Sell |
31,884
-150
| -0.5% | -$2.6K | 0.22% | 31 |
|
|
2021
Q2 | $557K | Sell |
32,034
-11,466
| -26% | -$199K | 0.22% | 33 |
|
|
2021
Q1 | $701K | Sell |
43,500
-6,030
| -12% | -$97.2K | 0.29% | 30 |
|
|
2020
Q4 | $751K | Buy |
49,530
+60
| +0.1% | +$910 | 0.31% | 28 |
|
|
2020
Q3 | $657K | Sell |
49,470
-756
| -2% | -$10K | 0.31% | 28 |
|
|
2020
Q2 | $615K | Sell |
50,226
-14,178
| -22% | -$174K | 0.32% | 25 |
|
|
2020
Q1 | $649K | Sell |
64,404
-56,388
| -47% | -$568K | 0.43% | 24 |
|
|
2019
Q4 | $1.55M | Sell |
120,792
-1,980
| -2% | -$25.4K | 0.85% | 13 |
|
|
2019
Q3 | $1.45M | Sell |
122,772
-5,034
| -4% | -$59.6K | 0.86% | 13 |
|
|
2019
Q2 | $1.5M | Sell |
127,806
-1,116
| -0.9% | -$13.1K | 0.91% | 12 |
|
|
2019
Q1 | $1.46M | Sell |
128,922
-12,270
| -9% | -$139K | 0.9% | 12 |
|
|
2018
Q4 | $1.41M | Buy |
+141,192
| New | +$1.41M | 0.95% | 15 |
|