Capital Advisors Ltd’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Buy |
|
|||||
|
2025
Q1 | $810K | Sell |
|
|||||
|
2024
Q4 | $902K | Sell |
|
|||||
|
2024
Q3 | $957K | Buy |
|
|||||
|
2024
Q2 | $885K | Hold |
|
|||||
|
2024
Q1 | $859K | Hold |
|
|||||
|
2023
Q4 | $783K | Sell |
|
|||||
|
2023
Q3 | $737K | Hold |
|
|||||
|
2023
Q2 | $764K | Hold |
|
|||||
|
2023
Q1 | $707K | Hold |
|
|||||
|
2022
Q4 | $662K | Buy |
|
|||||
|
2022
Q3 | $615K | Buy |
|
|||||
|
2022
Q2 | $342K | Buy |
|
|||||
|
2022
Q1 | $404K | Hold |
|
|||||
|
2021
Q4 | $427K | Hold |
|
|||||
|
2021
Q3 | $392K | Hold |
|
|||||
|
2021
Q2 | $394K | Hold |
|
|||||
|
2021
Q1 | $365K | Hold |
|
|||||
|
2020
Q4 | $344K | Buy |
|
|||||
|
2020
Q3 | $290K | Hold |
|
|||||
|
2020
Q2 | $267K | Hold |
|
|||||
|
2020
Q1 | $220K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $8K | Buy |
|