Clarity Capital Advisors’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 | $334K | Buy |
14,020
+3,903
| +39% | +$93K | 0.19% | 72 |
|
|
2025
Q1 | $218K | Hold |
10,117
| – | – | 0.14% | 81 |
|
|
2024
Q4 | $230K | Buy |
10,117
+34
| +0.3% | +$772 | 0.15% | 75 |
|
|
2024
Q3 | $224K | Buy |
10,083
+63
| +0.6% | +$1.4K | 0.16% | 77 |
|
|
2024
Q2 | $210K | Hold |
10,020
| – | – | 0.16% | 77 |
|
|
2024
Q1 | $204K | Buy |
+10,020
| New | +$204K | 0.16% | 76 |
|