Broadview Financial 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 | $364K | Buy |
15,276
+45
| +0.3% | +$1.07K | 0.25% | 36 |
|
|
2025
Q1 | $328K | Buy |
15,231
+47
| +0.3% | +$1.01K | 0.24% | 35 |
|
|
2024
Q4 | $345K | Buy |
15,184
+52
| +0.3% | +$1.18K | 0.25% | 36 |
|
|
2024
Q3 | $336K | Buy |
15,132
+96
| +0.6% | +$2.13K | 0.23% | 36 |
|
|
2024
Q2 | $315K | Hold |
15,036
| – | – | 0.23% | 36 |
|
|
2024
Q1 | $306K | Buy |
15,036
+45
| +0.3% | +$916 | 0.22% | 36 |
|
|
2023
Q4 | $278K | Buy |
14,991
+63
| +0.4% | +$1.17K | 0.21% | 36 |
|
|
2023
Q3 | $248K | Buy |
14,928
+57
| +0.4% | +$947 | 0.23% | 35 |
|
|
2023
Q2 | $256K | Buy |
14,871
+54
| +0.4% | +$931 | 0.22% | 38 |
|
|
2023
Q1 | $236K | Buy |
14,817
+57
| +0.4% | +$909 | 0.21% | 40 |
|
|
2022
Q4 | $220K | Buy |
14,760
+66
| +0.4% | +$986 | 0.2% | 42 |
|
|
2022
Q3 | $206K | Buy |
14,694
+63
| +0.4% | +$882 | 0.21% | 38 |
|
|
2022
Q2 | $215K | Buy |
14,631
+57
| +0.4% | +$838 | 0.2% | 38 |
|
|
2022
Q1 | $259K | Buy |
14,574
+42
| +0.3% | +$746 | 0.19% | 43 |
|
|
2021
Q4 | $274K | Buy |
14,532
+54
| +0.4% | +$1.02K | 0.2% | 44 |
|
|
2021
Q3 | $251K | Buy |
14,478
+42
| +0.3% | +$728 | 0.19% | 42 |
|
|
2021
Q2 | $251K | Buy |
14,436
+48
| +0.3% | +$835 | 0.19% | 42 |
|
|
2021
Q1 | $232K | Buy |
14,388
+42
| +0.3% | +$677 | 0.18% | 43 |
|
|
2020
Q4 | $218K | Buy |
+14,346
| New | +$218K | 0.17% | 45 |
|