Capital Analysts LLC’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
Q3 | $712K | Buy |
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|
2025
Q2 | $659K | Buy |
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|
2025
Q1 | $560K | Buy |
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|
2024
Q4 | $434K | Sell |
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|
2024
Q3 | $467K | Sell |
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|
2024
Q2 | $505K | Buy |
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|
2024
Q1 | $460K | Buy |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $198K | Buy |
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|
2023
Q2 | $204K | Buy |
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|
2023
Q1 | $189K | Sell |
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|
2022
Q4 | $178K | Buy |
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|
2022
Q3 | $166K | Buy |
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|
2022
Q2 | $174K | Buy |
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|
2022
Q1 | $210K | Sell |
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|
2021
Q4 | $242K | Buy |
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|
2021
Q3 | $221K | Sell |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | $217K | Buy |
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|
2020
Q4 | $203K | Buy |
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|
2020
Q3 | $177K | Buy |
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|
2020
Q2 | $162K | Buy |
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|
2020
Q1 | $133K | Sell |
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|
2019
Q4 | $208K | Buy |
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|
2019
Q3 | $177K | Buy |
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|
2019
Q2 | $165K | Buy |
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|
2019
Q1 | $128K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2K | Buy |
|