Colorado 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 | $1.03M | Hold |
43,053
| – | – | 0.44% | 53 |
|
2025
Q1 | $927K | Sell |
43,053
-162
| -0.4% | -$3.49K | 0.43% | 55 |
|
2024
Q4 | $981K | Buy |
43,215
+282
| +0.7% | +$6.4K | 0.48% | 52 |
|
2024
Q3 | $952K | Buy |
42,933
+138
| +0.3% | +$3.06K | 0.47% | 56 |
|
2024
Q2 | $897K | Hold |
42,795
| – | – | 0.5% | 55 |
|
2024
Q1 | $871K | Buy |
+42,795
| New | +$871K | 0.5% | 50 |
|