BDFN
Bond & Devick Financial Network’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
543,808
+17,204
| +3% | +$410K | 4.31% | 6 |
|
|
2025
Q1 | $11.3M | Buy |
526,604
+340,441
| +183% | +$7.33M | 4.11% | 6 |
|
|
2024
Q4 | $12.4M | Hold |
186,163
| – | – | 5.29% | 5 |
|
|
2024
Q3 | $12.4M | Buy |
186,163
+51,336
| +38% | +$3.41M | 5.29% | 5 |
|
|
2024
Q2 | $8.48M | Buy |
134,827
+1,095
| +0.8% | +$68.8K | 4.54% | 5 |
|
|
2024
Q1 | $8.16M | Buy |
133,732
+117
| +0.1% | +$7.14K | 4.43% | 6 |
|
|
2023
Q4 | $7.44M | Buy |
133,615
+1,591
| +1% | +$88.6K | 4.23% | 8 |
|
|
2023
Q3 | $6.58M | Buy |
132,024
+494
| +0.4% | +$24.6K | 4.23% | 6 |
|
|
2023
Q2 | $6.8M | Buy |
131,530
+509
| +0.4% | +$26.3K | 4.22% | 8 |
|
|
2023
Q1 | $6.27M | Buy |
131,021
+136
| +0.1% | +$6.51K | 4% | 8 |
|
|
2022
Q4 | $5.86M | Buy |
130,885
+3,753
| +3% | +$168K | 4.18% | 7 |
|
|
2022
Q3 | $5.34M | Buy |
127,132
+3,997
| +3% | +$168K | 4.41% | 6 |
|
|
2022
Q2 | $5.44M | Buy |
123,135
+3,356
| +3% | +$148K | 4.76% | 5 |
|
|
2022
Q1 | $6.4M | Buy |
119,779
+61,203
| +104% | +$3.27M | 5.11% | 4 |
|
|
2021
Q4 | $6.62M | Sell |
58,576
-26,794
| -31% | -$3.03M | 4.96% | 4 |
|
|
2021
Q3 | $8.87M | Sell |
85,370
-1,538
| -2% | -$160K | 7.37% | 2 |
|
|
2021
Q2 | $9.06M | Buy |
86,908
+4,222
| +5% | +$440K | 7.47% | 1 |
|
|
2021
Q1 | $8M | Buy |
82,686
+343
| +0.4% | +$33.2K | 7.4% | 1 |
|
|
2020
Q4 | $7.49M | Buy |
+82,343
| New | +$7.49M | 8.55% | 2 |
|