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