CMBA
C.M. Bidwell & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.76M | Sell |
128,317
-3
| -0% | -$65 | 1.66% | 17 |
|
|
2024
Q4 | $2.91M | Buy |
128,320
+85,394
| +199% | +$1.94M | 1.77% | 16 |
|
|
2024
Q3 | $2.86M | Sell |
42,926
-10,856
| -20% | -$722K | 1.75% | 17 |
|
|
2024
Q2 | $3.38M | Hold |
53,782
| – | – | 2.26% | 12 |
|
|
2024
Q1 | $3.28M | Sell |
53,782
-282
| -0.5% | -$17.2K | 2.24% | 12 |
|
|
2023
Q4 | $3.01M | Sell |
54,064
-417
| -0.8% | -$23.2K | 2.23% | 13 |
|
|
2023
Q3 | $2.72M | Sell |
54,481
-1,169
| -2% | -$58.3K | 2.07% | 13 |
|
|
2023
Q2 | $2.88M | Buy |
55,650
+39
| +0.1% | +$2.02K | 2.1% | 12 |
|
|
2023
Q1 | $2.66M | Buy |
55,611
+282
| +0.5% | +$13.5K | 2.02% | 11 |
|
|
2022
Q4 | $2.48M | Buy |
55,329
+3,641
| +7% | +$163K | 1.96% | 12 |
|
|
2022
Q3 | $2.17M | Buy |
51,688
+821
| +2% | +$34.5K | 1.8% | 12 |
|
|
2022
Q2 | $2.25M | Sell |
50,867
-522
| -1% | -$23.1K | 1.78% | 12 |
|
|
2022
Q1 | $2.74M | Buy |
51,389
+25,445
| +98% | +$1.36M | 1.8% | 11 |
|
|
2021
Q4 | $2.93M | Buy |
25,944
+36
| +0.1% | +$4.07K | 1.8% | 13 |
|
|
2021
Q3 | $2.69M | Sell |
25,908
-125
| -0.5% | -$13K | 1.79% | 14 |
|
|
2021
Q2 | $2.71M | Sell |
26,033
-4,388
| -14% | -$457K | 1.78% | 13 |
|
|
2021
Q1 | $2.94M | Sell |
30,421
-304
| -1% | -$29.4K | 2.15% | 12 |
|
|
2020
Q4 | $2.8M | Buy |
30,725
+236
| +0.8% | +$21.5K | 2.29% | 11 |
|
|
2020
Q3 | $2.43M | Sell |
30,489
-2,348
| -7% | -$187K | 2.24% | 13 |
|
|
2020
Q2 | $2.41M | Buy |
32,837
+40
| +0.1% | +$2.94K | 2.2% | 10 |
|
|
2020
Q1 | $1.98M | Sell |
32,797
-1,427
| -4% | -$86.2K | 2.09% | 12 |
|
|
2019
Q4 | $2.63M | Sell |
34,224
-215
| -0.6% | -$16.5K | 2.38% | 11 |
|
|
2019
Q3 | $2.45M | Sell |
34,439
-163
| -0.5% | -$11.6K | 2.42% | 7 |
|
|
2019
Q2 | $2.44M | Sell |
34,602
-218
| -0.6% | -$15.4K | 2.43% | 6 |
|
|
2019
Q1 | $2.37M | Sell |
34,820
-500
| -1% | -$34K | 2.36% | 6 |
|
|
2018
Q4 | $2.12M | Buy |
35,320
+1,025
| +3% | +$61.4K | 2.3% | 6 |
|
|
2018
Q3 | $2.41M | Buy |
34,295
+1,163
| +4% | +$81.9K | 2.29% | 6 |
|
|
2018
Q2 | $2.19M | Sell |
33,132
-175
| -0.5% | -$11.5K | 2.03% | 8 |
|
|
2018
Q1 | $2.13M | Sell |
33,307
-1,063
| -3% | -$67.8K | 1.94% | 8 |
|
|
2017
Q4 | $2.22M | Buy |
+34,370
| New | +$2.22M | 1.91% | 7 |
|