Clarity Wealth 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 | $522K | Sell |
21,916
-1,286
| -6% | -$30.6K | 0.13% | 62 |
|
|
2025
Q1 | $500K | Buy |
23,202
+3
| +0% | +$65 | 0.14% | 55 |
|
|
2024
Q4 | $527K | Sell |
23,199
-945
| -4% | -$21.5K | 0.14% | 58 |
|
|
2024
Q3 | $535K | Sell |
24,144
-873
| -3% | -$19.4K | 0.16% | 54 |
|
|
2024
Q2 | $524K | Sell |
25,017
-1,479
| -6% | -$31K | 0.17% | 52 |
|
|
2024
Q1 | $539K | Sell |
26,496
-1,809
| -6% | -$36.8K | 0.18% | 47 |
|
|
2023
Q4 | $525K | Buy |
28,305
+69
| +0.2% | +$1.28K | 0.2% | 47 |
|
|
2023
Q3 | $469K | Sell |
28,236
-2,649
| -9% | -$44K | 0.21% | 42 |
|
|
2023
Q2 | $532K | Buy |
+30,885
| New | +$532K | 0.24% | 41 |
|