Boltwood Capital Management’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 | $2.6M | Buy |
108,965
+2,705
| +3% | +$64.5K | 0.74% | 36 |
|
|
2025
Q1 | $2.29M | Sell |
106,260
-2,664
| -2% | -$57.4K | 0.7% | 39 |
|
|
2024
Q4 | $2.47M | Sell |
108,924
-4,095
| -4% | -$93K | 0.75% | 37 |
|
|
2024
Q3 | $2.51M | Sell |
113,019
-19,266
| -15% | -$427K | 0.74% | 36 |
|
|
2024
Q2 | $2.77M | Sell |
132,285
-2,445
| -2% | -$51.2K | 0.87% | 32 |
|
|
2024
Q1 | $2.74M | Sell |
134,730
-8,175
| -6% | -$166K | 0.85% | 34 |
|
|
2023
Q4 | $2.65M | Sell |
142,905
-5,316
| -4% | -$98.6K | 0.88% | 31 |
|
|
2023
Q3 | $2.46M | Sell |
148,221
-11,085
| -7% | -$184K | 0.91% | 29 |
|
|
2023
Q2 | $2.75M | Sell |
159,306
-15,627
| -9% | -$269K | 0.99% | 29 |
|
|
2023
Q1 | $2.79M | Sell |
174,933
-5,415
| -3% | -$86.4K | 1.04% | 25 |
|
|
2022
Q4 | $2.69M | Sell |
180,348
-9,714
| -5% | -$145K | 1.09% | 27 |
|
|
2022
Q3 | $2.66M | Sell |
190,062
-25,017
| -12% | -$350K | 1.22% | 20 |
|
|
2022
Q2 | $3.17M | Sell |
215,079
-14,697
| -6% | -$216K | 1.37% | 17 |
|
|
2022
Q1 | $4.09M | Sell |
229,776
-10,818
| -4% | -$193K | 1.58% | 13 |
|
|
2021
Q4 | $4.53M | Sell |
240,594
-13,140
| -5% | -$248K | 1.67% | 13 |
|
|
2021
Q3 | $4.39M | Sell |
253,734
-18,216
| -7% | -$315K | 1.77% | 12 |
|
|
2021
Q2 | $4.73M | Sell |
271,950
-3,300
| -1% | -$57.3K | 1.96% | 10 |
|
|
2021
Q1 | $4.44M | Buy |
275,250
+16,788
| +6% | +$271K | 1.97% | 10 |
|
|
2020
Q4 | $3.92M | Sell |
258,462
-3,948
| -2% | -$59.9K | 1.9% | 10 |
|
|
2020
Q3 | $3.48M | Sell |
262,410
-1,704
| -0.6% | -$22.6K | 1.94% | 9 |
|
|
2020
Q2 | $3.23M | Sell |
264,114
-6,072
| -2% | -$74.4K | 1.95% | 10 |
|
|
2020
Q1 | $2.72M | Buy |
270,186
+6,834
| +3% | +$68.8K | 1.93% | 11 |
|
|
2019
Q4 | $3.37M | Buy |
263,352
+3,372
| +1% | +$43.2K | 1.89% | 9 |
|
|
2019
Q3 | $3.08M | Buy |
259,980
+10,134
| +4% | +$120K | 1.94% | 10 |
|
|
2019
Q2 | $2.94M | Sell |
249,846
-5,742
| -2% | -$67.5K | 1.87% | 10 |
|
|
2019
Q1 | $2.9M | Sell |
255,588
-50,922
| -17% | -$578K | 1.89% | 10 |
|
|
2018
Q4 | $3.06M | Sell |
306,510
-46,974
| -13% | -$469K | 2.09% | 11 |
|
|
2018
Q3 | $4.15M | Buy |
353,484
+58,548
| +20% | +$687K | 2.47% | 7 |
|
|
2018
Q2 | $3.24M | Buy |
294,936
+6,312
| +2% | +$69.4K | 2.11% | 9 |
|
|
2018
Q1 | $3.07M | Buy |
288,624
+20,232
| +8% | +$215K | 2.1% | 9 |
|
|
2017
Q4 | $2.89M | Buy |
268,392
+3,720
| +1% | +$40K | 1.77% | 11 |
|
|
2017
Q3 | $2.69M | Buy |
264,672
+4,332
| +2% | +$44K | 1.74% | 11 |
|
|
2017
Q2 | $2.54M | Sell |
260,340
-5,478
| -2% | -$53.4K | 1.72% | 12 |
|
|
2017
Q1 | $2.53M | Buy |
265,818
+15,594
| +6% | +$148K | 1.77% | 13 |
|
|
2016
Q4 | $2.26M | Buy |
250,224
+12,510
| +5% | +$113K | 1.73% | 12 |
|
|
2016
Q3 | $2.07M | Buy |
237,714
+88,692
| +60% | +$773K | 1.66% | 13 |
|
|
2016
Q2 | $1.25M | Buy |
149,022
+32,604
| +28% | +$273K | 1.04% | 34 |
|
|
2016
Q1 | $956K | Buy |
116,418
+27,948
| +32% | +$230K | 0.84% | 42 |
|
|
2015
Q4 | $723K | Buy |
+88,470
| New | +$723K | 0.66% | 51 |
|