Cahill Financial Advisors’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 | $904K | Buy |
37,938
+75
| +0.2% | +$1.79K | 0.11% | 129 |
|
|
2025
Q1 | $815K | Sell |
37,863
-1,847
| -5% | -$39.8K | 0.11% | 132 |
|
|
2024
Q4 | $901K | Buy |
39,710
+25,865
| +187% | +$587K | 0.12% | 125 |
|
|
2024
Q3 | $307K | Buy |
13,845
+63
| +0.5% | +$1.4K | 0.04% | 207 |
|
|
2024
Q2 | $289K | Hold |
13,782
| – | – | 0.04% | 217 |
|
|
2024
Q1 | $280K | Buy |
13,782
+30
| +0.2% | +$611 | 0.04% | 224 |
|
|
2023
Q4 | $255K | Buy |
13,752
+45
| +0.3% | +$835 | 0.04% | 216 |
|
|
2023
Q3 | $228K | Buy |
13,707
+33
| +0.2% | +$548 | 0.04% | 223 |
|
|
2023
Q2 | $236K | Buy |
13,674
+45
| +0.3% | +$775 | 0.04% | 218 |
|
|
2023
Q1 | $217K | Buy |
13,629
+45
| +0.3% | +$718 | 0.04% | 222 |
|
|
2022
Q4 | $203K | Sell |
13,584
-3,849
| -22% | -$57.5K | 0.04% | 219 |
|
|
2022
Q3 | $244K | Buy |
17,433
+63
| +0.4% | +$882 | 0.05% | 194 |
|
|
2022
Q2 | $256K | Buy |
17,370
+54
| +0.3% | +$796 | 0.05% | 188 |
|
|
2022
Q1 | $308K | Buy |
17,316
+36
| +0.2% | +$640 | 0.06% | 187 |
|
|
2021
Q4 | $326K | Buy |
17,280
+48
| +0.3% | +$906 | 0.06% | 184 |
|
|
2021
Q3 | $298K | Sell |
17,232
-8,238
| -32% | -$142K | 0.06% | 186 |
|
|
2021
Q2 | $443K | Sell |
25,470
-720
| -3% | -$12.5K | 0.1% | 153 |
|
|
2021
Q1 | $422K | Sell |
26,190
-3,108
| -11% | -$50.1K | 0.1% | 147 |
|
|
2020
Q4 | $444K | Sell |
29,298
-1,050
| -3% | -$15.9K | 0.11% | 140 |
|
|
2020
Q3 | $403K | Buy |
30,348
+162
| +0.5% | +$2.15K | 0.15% | 120 |
|
|
2020
Q2 | $370K | Buy |
30,186
+768
| +3% | +$9.41K | 0.14% | 124 |
|
|
2020
Q1 | $297K | Sell |
29,418
-42
| -0.1% | -$424 | 0.14% | 123 |
|
|
2019
Q4 | $378K | Sell |
29,460
-2,676
| -8% | -$34.3K | 0.14% | 124 |
|
|
2019
Q3 | $381K | Buy |
32,136
+108
| +0.3% | +$1.28K | 0.15% | 117 |
|
|
2019
Q2 | $377K | Sell |
32,028
-4,314
| -12% | -$50.8K | 0.15% | 115 |
|
|
2019
Q1 | $413K | Sell |
36,342
-37,938
| -51% | -$431K | 0.17% | 108 |
|
|
2018
Q4 | $742K | Buy |
74,280
+2,232
| +3% | +$22.3K | 0.37% | 73 |
|
|
2018
Q3 | $846K | Buy |
72,048
+1,368
| +2% | +$16.1K | 0.37% | 69 |
|
|
2018
Q2 | $778K | Sell |
70,680
-30
| -0% | -$330 | 0.36% | 72 |
|
|
2018
Q1 | $752K | Buy |
70,710
+1,908
| +3% | +$20.3K | 0.36% | 75 |
|
|
2017
Q4 | $740K | Buy |
68,802
+228
| +0.3% | +$2.45K | 0.37% | 71 |
|
|
2017
Q3 | $697K | Sell |
68,574
-4,140
| -6% | -$42.1K | 0.37% | 70 |
|
|
2017
Q2 | $709K | Sell |
72,714
-6,828
| -9% | -$66.6K | 0.39% | 63 |
|
|
2017
Q1 | $757K | Buy |
79,542
+816
| +1% | +$7.77K | 0.44% | 59 |
|
|
2016
Q4 | $711K | Buy |
78,726
+15,084
| +24% | +$136K | 0.43% | 59 |
|
|
2016
Q3 | $555K | Buy |
63,642
+1,746
| +3% | +$15.2K | 0.36% | 70 |
|
|
2016
Q2 | $519K | Buy |
61,896
+3,882
| +7% | +$32.6K | 0.36% | 72 |
|
|
2016
Q1 | $477K | Buy |
58,014
+4,578
| +9% | +$37.6K | 0.36% | 71 |
|
|
2015
Q4 | $437K | Buy |
53,436
+4,272
| +9% | +$34.9K | 0.36% | 70 |
|
|
2015
Q3 | $381K | Buy |
49,164
+396
| +0.8% | +$3.07K | 0.31% | 79 |
|
|
2015
Q2 | $409K | Sell |
48,768
-2,958
| -6% | -$24.8K | 0.31% | 78 |
|
|
2015
Q1 | $436K | Buy |
51,726
+6,618
| +15% | +$55.8K | 0.33% | 72 |
|
|
2014
Q4 | $375K | Buy |
45,108
+1,086
| +2% | +$9.03K | 0.29% | 78 |
|
|
2014
Q3 | $349K | Buy |
44,022
+126
| +0.3% | +$999 | 0.28% | 78 |
|
|
2014
Q2 | $350K | Buy |
43,896
+3,690
| +9% | +$29.4K | 0.27% | 81 |
|
|
2014
Q1 | $307K | Buy |
40,206
+5,676
| +16% | +$43.3K | 0.26% | 86 |
|
|
2013
Q4 | $260K | Buy |
+34,530
| New | +$260K | 0.23% | 92 |
|