CA
Claris 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 | $281K | Buy |
11,780
+34
| +0.3% | +$810 | 0.1% | 62 |
|
|
2025
Q1 | $253K | Buy |
11,746
+36
| +0.3% | +$775 | 0.09% | 65 |
|
|
2024
Q4 | $266K | Buy |
11,710
+7,820
| +201% | +$178K | 0.1% | 60 |
|
|
2024
Q3 | $259K | Buy |
3,890
+25
| +0.6% | +$1.66K | 0.11% | 51 |
|
|
2024
Q2 | $243K | Hold |
3,865
| – | – | 0.13% | 47 |
|
|
2024
Q1 | $236K | Buy |
3,865
+12
| +0.3% | +$733 | 0.12% | 50 |
|
|
2023
Q4 | $215K | Buy |
+3,853
| New | +$215K | 0.12% | 51 |
|