CPA
Capital Performance Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
63,931
-10
| -0% | -$238 | 0.3% | 49 |
|
|
2025
Q1 | $1.38M | Buy |
63,941
+10,191
| +19% | +$219K | 0.3% | 49 |
|
|
2024
Q4 | $1.22M | Buy |
53,750
+35,833
| +200% | +$813K | 0.39% | 31 |
|
|
2024
Q3 | $1.19M | Sell |
17,917
-200
| -1% | -$13.3K | 0.36% | 31 |
|
|
2024
Q2 | $1.14M | Buy |
18,117
+3,060
| +20% | +$192K | 0.43% | 31 |
|
|
2024
Q1 | $919K | Sell |
15,057
-2,860
| -16% | -$175K | 0.35% | 32 |
|
|
2023
Q4 | $997K | Buy |
17,917
+2,860
| +19% | +$159K | 0.43% | 27 |
|
|
2023
Q3 | $751K | Hold |
15,057
| – | – | 0.38% | 28 |
|
|
2023
Q2 | $778K | Buy |
+15,057
| New | +$778K | 0.38% | 27 |
|