Certified Advisory Corp’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 | $250K | Buy |
10,487
+7
| +0.1% | +$167 | 0.03% | 278 |
|
|
2025
Q1 | $226K | Buy |
10,480
+8
| +0.1% | +$172 | 0.03% | 276 |
|
|
2024
Q4 | $238K | Buy |
10,472
+8
| +0.1% | +$182 | 0.03% | 268 |
|
|
2024
Q3 | $232K | Buy |
10,464
+15
| +0.1% | +$333 | 0.03% | 269 |
|
|
2024
Q2 | $219K | Hold |
10,449
| – | – | 0.03% | 271 |
|
|
2024
Q1 | $213K | Buy |
+10,449
| New | +$213K | 0.03% | 254 |
|
|
2023
Q1 | – | Sell |
-19,203
| Closed | -$287K | – | 283 |
|
|
2022
Q4 | $287K | Buy |
19,203
+1,872
| +11% | +$28K | 0.06% | 192 |
|
|
2022
Q3 | $243K | Buy |
+17,331
| New | +$243K | 0.06% | 192 |
|
|
2021
Q2 | – | Sell |
-3,966
| Closed | -$64K | – | 629 |
|
|
2021
Q1 | $64K | Buy |
+3,966
| New | +$64K | 0.02% | 318 |
|
|
2020
Q2 | $43K | Hold |
3,516
| – | – | 0.01% | 325 |
|
|
2020
Q1 | $35K | Sell |
3,516
-1,080
| -23% | -$10.8K | 0.01% | 335 |
|
|
2019
Q4 | $59K | Buy |
4,596
+18
| +0.4% | +$231 | 0.02% | 297 |
|
|
2019
Q3 | $54K | Buy |
4,578
+18
| +0.4% | +$212 | 0.02% | 308 |
|
|
2019
Q2 | $54K | Hold |
4,560
| – | – | 0.02% | 306 |
|
|
2019
Q1 | $52K | Sell |
4,560
-2,580
| -36% | -$29.4K | 0.02% | 292 |
|
|
2018
Q4 | $71K | Buy |
7,140
+12
| +0.2% | +$119 | 0.04% | 233 |
|
|
2018
Q3 | $84K | Buy |
7,128
+12
| +0.2% | +$141 | 0.04% | 225 |
|
|
2018
Q2 | $78K | Buy |
7,116
+3,834
| +117% | +$42K | 0.04% | 225 |
|
|
2018
Q1 | $34K | Hold |
3,282
| – | – | 0.02% | 327 |
|
|
2017
Q4 | $35K | Buy |
+3,282
| New | +$35K | 0.03% | 280 |
|