Brio Consultants’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 | $3.53M | Buy |
148,220
+69,320
| +88% | +$1.65M | 0.52% | 38 |
|
|
2025
Q1 | $1.7M | Buy |
78,900
+31,658
| +67% | +$682K | 0.27% | 51 |
|
|
2024
Q4 | $1.07M | Buy |
47,242
+12,031
| +34% | +$273K | 0.17% | 61 |
|
|
2024
Q3 | $781K | Buy |
35,211
+19,632
| +126% | +$435K | 0.12% | 66 |
|
|
2024
Q2 | $326K | Sell |
15,579
-1,134
| -7% | -$23.8K | 0.05% | 83 |
|
|
2024
Q1 | $340K | Buy |
16,713
+186
| +1% | +$3.79K | 0.06% | 81 |
|
|
2023
Q4 | $307K | Buy |
16,527
+2,895
| +21% | +$53.7K | 0.05% | 82 |
|
|
2023
Q3 | $227K | Buy |
+13,632
| New | +$227K | 0.04% | 86 |
|