Christensen King & Associates Investment Services’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 | $14.9M | Sell |
624,335
-16,448
| -3% | -$392K | 6.82% | 2 |
|
|
2025
Q1 | $14.3M | Sell |
640,783
-18,490
| -3% | -$412K | 6.77% | 3 |
|
|
2024
Q4 | $15.3M | Sell |
659,273
-17,176
| -3% | -$400K | 7.19% | 2 |
|
|
2024
Q3 | $15M | Sell |
676,449
-17,415
| -3% | -$386K | 7.06% | 3 |
|
|
2024
Q2 | $14.5M | Sell |
693,864
-9,294
| -1% | -$195K | 7.17% | 3 |
|
|
2024
Q1 | $14.3M | Buy |
703,158
+9,189
| +1% | +$187K | 7.15% | 3 |
|
|
2023
Q4 | $12.9M | Buy |
+693,969
| New | +$12.9M | 6.9% | 3 |
|