Capital Insight Partners’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 | $315K | Hold |
13,218
| – | – | 0.05% | 142 |
|
|
2025
Q1 | $285K | Hold |
13,218
| – | – | 0.05% | 144 |
|
|
2024
Q4 | $300K | Hold |
13,218
| – | – | 0.05% | 145 |
|
|
2024
Q3 | $293K | Hold |
13,218
| – | – | 0.05% | 141 |
|
|
2024
Q2 | $277K | Hold |
13,218
| – | – | 0.05% | 142 |
|
|
2024
Q1 | $269K | Hold |
13,218
| – | – | 0.05% | 151 |
|
|
2023
Q4 | $245K | Sell |
13,218
-600
| -4% | -$11.1K | 0.05% | 154 |
|
|
2023
Q3 | $230K | Hold |
13,818
| – | – | 0.05% | 153 |
|
|
2023
Q2 | $238K | Hold |
13,818
| – | – | 0.05% | 157 |
|
|
2023
Q1 | $220K | Hold |
13,818
| – | – | 0.05% | 158 |
|
|
2022
Q4 | $206K | Buy |
+13,818
| New | +$206K | 0.05% | 155 |
|
|
2022
Q3 | – | Sell |
-13,818
| Closed | -$204K | – | 151 |
|
|
2022
Q2 | $204K | Hold |
13,818
| – | – | 0.05% | 152 |
|
|
2022
Q1 | $246K | Hold |
13,818
| – | – | 0.05% | 155 |
|
|
2021
Q4 | $260K | Hold |
13,818
| – | – | 0.05% | 137 |
|
|
2021
Q3 | $239K | Hold |
13,818
| – | – | 0.05% | 142 |
|
|
2021
Q2 | $240K | Hold |
13,818
| – | – | 0.05% | 141 |
|
|
2021
Q1 | $223K | Hold |
13,818
| – | – | 0.05% | 141 |
|
|
2020
Q4 | $210K | Buy |
+13,818
| New | +$210K | 0.05% | 140 |
|