BFG
Bouchey Financial Group’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 | $197M | Buy |
8,275,927
+37,462
| +0.5% | +$893K | 16.4% | 2 |
|
|
2025
Q1 | $177M | Buy |
8,238,465
+72,697
| +0.9% | +$1.57M | 16% | 2 |
|
|
2024
Q4 | $185M | Buy |
8,165,768
+5,560,636
| +213% | +$126M | 16.2% | 2 |
|
|
2024
Q3 | $173M | Buy |
2,605,132
+56,407
| +2% | +$3.75M | 15.49% | 2 |
|
|
2024
Q2 | $160M | Buy |
2,548,725
+108,050
| +4% | +$6.8M | 15.23% | 2 |
|
|
2024
Q1 | $149M | Buy |
2,440,675
+47,401
| +2% | +$2.89M | 14.66% | 2 |
|
|
2023
Q4 | $133M | Buy |
2,393,274
+237,905
| +11% | +$13.2M | 14.27% | 2 |
|
|
2023
Q3 | $107M | Buy |
2,155,369
+87,790
| +4% | +$4.38M | 13.17% | 2 |
|
|
2023
Q2 | $107M | Buy |
2,067,579
+45,449
| +2% | +$2.35M | 12.93% | 2 |
|
|
2023
Q1 | $96.8M | Buy |
2,022,130
+5,471
| +0.3% | +$262K | 12.78% | 2 |
|
|
2022
Q4 | $90.4M | Sell |
2,016,659
-36,224
| -2% | -$1.62M | 13.02% | 2 |
|
|
2022
Q3 | $86.2M | Buy |
2,052,883
+6,882
| +0.3% | +$289K | 12.61% | 2 |
|
|
2022
Q2 | $90.4M | Buy |
2,046,001
+44,918
| +2% | +$1.98M | 14.5% | 2 |
|
|
2022
Q1 | $107M | Buy |
2,001,083
+1,064,125
| +114% | +$56.8M | 14.33% | 2 |
|
|
2021
Q4 | $106M | Sell |
936,958
-3,688
| -0.4% | -$417K | 14.22% | 2 |
|
|
2021
Q3 | $97.7M | Buy |
940,646
+16,571
| +2% | +$1.72M | 13.57% | 2 |
|
|
2021
Q2 | $96.4M | Buy |
924,075
+21,856
| +2% | +$2.28M | 15.33% | 2 |
|
|
2021
Q1 | $87.3M | Buy |
902,219
+13,048
| +1% | +$1.26M | 14.08% | 2 |
|
|
2020
Q4 | $80.9M | Buy |
889,171
+2,316
| +0.3% | +$211K | 13.88% | 2 |
|
|
2020
Q3 | $70.6M | Buy |
886,855
+4,964
| +0.6% | +$395K | 13.68% | 2 |
|
|
2020
Q2 | $64.8M | Buy |
881,891
+38,402
| +5% | +$2.82M | 13.65% | 2 |
|
|
2020
Q1 | $51M | Buy |
843,489
+2,419
| +0.3% | +$146K | 13.53% | 2 |
|
|
2019
Q4 | $64.7M | Sell |
841,070
-72,416
| -8% | -$5.57M | 14.77% | 2 |
|
|
2019
Q3 | $64.9M | Buy |
913,486
+15,809
| +2% | +$1.12M | 15.5% | 2 |
|
|
2019
Q2 | $63.3M | Buy |
897,677
+24,185
| +3% | +$1.71M | 15.46% | 2 |
|
|
2019
Q1 | $59.4M | Buy |
873,492
+3,011
| +0.3% | +$205K | 14.86% | 2 |
|
|
2018
Q4 | $52.2M | Buy |
870,481
+169,977
| +24% | +$10.2M | 14.83% | 2 |
|
|
2018
Q3 | $49.3M | Buy |
700,504
+12,784
| +2% | +$900K | 12.1% | 2 |
|
|
2018
Q2 | $45.4M | Buy |
687,720
+35,393
| +5% | +$2.34M | 12.29% | 2 |
|
|
2018
Q1 | $41.6M | Buy |
652,327
+325,271
| +99% | +$20.7M | 11.93% | 2 |
|
|
2017
Q4 | $21.1M | Buy |
327,056
+32,615
| +11% | +$2.1M | 6.1% | 4 |
|
|
2017
Q3 | $17.9M | Buy |
294,441
+16,065
| +6% | +$978K | 5.61% | 5 |
|
|
2017
Q2 | $16.3M | Buy |
278,376
+24,231
| +10% | +$1.42M | 5.22% | 5 |
|
|
2017
Q1 | $14.5M | Buy |
254,145
+28,042
| +12% | +$1.6M | 5.04% | 5 |
|
|
2016
Q4 | $12.3M | Buy |
226,103
+16,056
| +8% | +$870K | 5.09% | 5 |
|
|
2016
Q3 | $11M | Buy |
210,047
+28,778
| +16% | +$1.51M | 4.29% | 7 |
|
|
2016
Q2 | $9.12M | Buy |
181,269
+41,051
| +29% | +$2.06M | 3.68% | 10 |
|
|
2016
Q1 | $6.91M | Buy |
140,218
+5,337
| +4% | +$263K | 2.92% | 15 |
|
|
2015
Q4 | $6.62M | Sell |
134,881
-1,444
| -1% | -$70.8K | 2.86% | 14 |
|
|
2015
Q3 | $6.32M | Buy |
136,325
+28,856
| +27% | +$1.34M | 3.04% | 14 |
|
|
2015
Q2 | $5.4M | Buy |
107,469
+19,705
| +22% | +$990K | 2.3% | 19 |
|
|
2015
Q1 | $4.43M | Buy |
87,764
+15,100
| +21% | +$762K | 1.99% | 21 |
|
|
2014
Q4 | $3.62M | Buy |
72,664
+1,665
| +2% | +$82.9K | 1.7% | 24 |
|
|
2014
Q3 | $3.38M | Buy |
70,999
+6,130
| +9% | +$291K | 1.71% | 25 |
|
|
2014
Q2 | $3.1M | Buy |
64,869
+3,380
| +5% | +$161K | 1.66% | 25 |
|
|
2014
Q1 | $2.81M | Buy |
61,489
+7,655
| +14% | +$350K | 1.71% | 24 |
|
|
2013
Q4 | $2.43M | Buy |
+53,834
| New | +$2.43M | 1.71% | 23 |
|