Capital Investment 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 | $324K | Sell |
13,595
-3,605
| -21% | -$85.9K | 0.01% | 544 |
|
|
2025
Q1 | $370K | Buy |
17,200
+3,120
| +22% | +$67.2K | 0.01% | 492 |
|
|
2024
Q4 | $320K | Buy |
14,080
+118
| +0.8% | +$2.68K | 0.01% | 504 |
|
|
2024
Q3 | $310K | Sell |
13,962
-4,002
| -22% | -$88.7K | 0.01% | 501 |
|
|
2024
Q2 | $376K | Buy |
17,964
+6,369
| +55% | +$133K | 0.01% | 456 |
|
|
2024
Q1 | $236K | Sell |
11,595
-3,069
| -21% | -$62.4K | 0.01% | 545 |
|
|
2023
Q4 | $272K | Buy |
14,664
+576
| +4% | +$10.7K | 0.01% | 493 |
|
|
2023
Q3 | $234K | Buy |
+14,088
| New | +$234K | 0.01% | 514 |
|
|
2023
Q1 | – | Sell |
-20,517
| Closed | -$306K | – | 595 |
|
|
2022
Q4 | $306K | Buy |
+20,517
| New | +$306K | 0.01% | 441 |
|