Ciovacco Capital Management’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 | – | Sell |
-12,676
| Closed | -$273K | – | 26 |
|
2025
Q1 | $273K | Hold |
12,676
| – | – | 0.19% | 17 |
|
2024
Q4 | $288K | Sell |
12,676
-2
| -0% | -$45 | 0.16% | 19 |
|
2024
Q3 | $281K | Buy |
+12,678
| New | +$281K | 0.16% | 23 |
|
2022
Q2 | – | Sell |
-37,629
| Closed | -$670K | – | 26 |
|
2022
Q1 | $670K | Sell |
37,629
-145,875
| -79% | -$2.6M | 0.59% | 11 |
|
2021
Q4 | $3.46M | Buy |
183,504
+7,410
| +4% | +$140K | 2.08% | 9 |
|
2021
Q3 | $3.05M | Sell |
176,094
-83,622
| -32% | -$1.45M | 2.09% | 10 |
|
2021
Q2 | $4.51M | Sell |
259,716
-105,510
| -29% | -$1.83M | 3.24% | 8 |
|
2021
Q1 | $5.91M | Buy |
365,226
+88,158
| +32% | +$1.43M | 4.8% | 7 |
|
2020
Q4 | $4.2M | Buy |
+277,068
| New | +$4.2M | 3.61% | 9 |
|