Connecticut 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 | $213K | Sell |
8,928
-3,168
| -26% | -$75.5K | 0.01% | 299 |
|
|
2025
Q1 | $260K | Sell |
12,096
-63,544
| -84% | -$1.37M | 0.01% | 268 |
|
|
2024
Q4 | $1.9M | Buy |
75,640
+61,336
| +429% | +$1.54M | 0.09% | 85 |
|
|
2024
Q3 | $317K | Hold |
14,304
| – | – | 0.02% | 261 |
|
|
2024
Q2 | $300K | Buy |
14,304
+939
| +7% | +$19.7K | 0.02% | 264 |
|
|
2024
Q1 | $272K | Sell |
13,365
-591
| -4% | -$12K | 0.01% | 276 |
|
|
2023
Q4 | $259K | Sell |
13,956
-231
| -2% | -$4.29K | 0.01% | 278 |
|
|
2023
Q3 | $236K | Sell |
14,187
-678
| -5% | -$11.3K | 0.02% | 263 |
|
|
2023
Q2 | $256K | Buy |
14,865
+3
| +0% | +$52 | 0.02% | 223 |
|
|
2023
Q1 | $237K | Buy |
+14,862
| New | +$237K | 0.02% | 222 |
|