Congress Wealth 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 | $1.32M | Buy |
55,364
+32,897
| +146% | +$784K | 0.01% | 639 |
|
|
2025
Q1 | $485K | Sell |
22,467
-1,570
| -7% | -$33.9K | 0.01% | 826 |
|
|
2024
Q4 | $546K | Sell |
24,037
-13,949
| -37% | -$317K | 0.01% | 619 |
|
|
2024
Q3 | $842K | Buy |
37,986
+375
| +1% | +$8.32K | 0.01% | 541 |
|
|
2024
Q2 | $788K | Buy |
+37,611
| New | +$788K | 0.01% | 466 |
|
|
2022
Q2 | – | Sell |
-19,818
| Closed | -$353K | – | 608 |
|
|
2022
Q1 | $353K | Sell |
19,818
-14,490
| -42% | -$258K | 0.01% | 482 |
|
|
2021
Q4 | $646K | Buy |
+34,308
| New | +$646K | 0.01% | 431 |
|