Columbia Advisory Partners’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
Q1 | – | Sell |
-11,291
| Closed | -$256K | – | 75 |
|
|
2024
Q4 | $256K | Buy |
+11,291
| New | +$256K | 0.24% | 57 |
|
|
2024
Q1 | – | Sell |
-23,157
| Closed | -$430K | – | 63 |
|
|
2023
Q4 | $430K | Buy |
23,157
+10,155
| +78% | +$188K | 0.44% | 33 |
|
|
2023
Q3 | $216K | Sell |
13,002
-735
| -5% | -$12.2K | 0.24% | 55 |
|
|
2023
Q2 | $237K | Hold |
13,737
| – | – | 0.25% | 49 |
|
|
2023
Q1 | $219K | Sell |
13,737
-2,514
| -15% | -$40.1K | 0.21% | 52 |
|
|
2022
Q4 | $243K | Sell |
16,251
-318
| -2% | -$4.75K | 0.23% | 54 |
|
|
2022
Q3 | $232K | Buy |
+16,569
| New | +$232K | 0.28% | 40 |
|
|
2022
Q1 | – | Sell |
-24,828
| Closed | -$468K | – | 65 |
|
|
2021
Q4 | $468K | Buy |
+24,828
| New | +$468K | 0.47% | 20 |
|