Consilium Wealth Advisory’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 | $821K | Hold |
34,470
| – | – | 0.35% | 48 |
|
|
2025
Q1 | $742K | Hold |
34,470
| – | – | 0.37% | 47 |
|
|
2024
Q4 | $782K | Hold |
34,470
| – | – | 0.37% | 47 |
|
|
2024
Q3 | $764K | Hold |
34,470
| – | – | 0.42% | 44 |
|
|
2024
Q2 | $722K | Hold |
34,470
| – | – | 0.39% | 46 |
|
|
2024
Q1 | $701K | Hold |
34,470
| – | – | 0.39% | 47 |
|
|
2023
Q4 | $640K | Hold |
34,470
| – | – | 0.38% | 49 |
|
|
2023
Q3 | $573K | Hold |
34,470
| – | – | 0.4% | 48 |
|
|
2023
Q2 | $594K | Hold |
34,470
| – | – | 0.41% | 50 |
|
|
2023
Q1 | $550K | Hold |
34,470
| – | – | 0.47% | 44 |
|
|
2022
Q4 | $515K | Hold |
34,470
| – | – | 0.44% | 47 |
|
|
2022
Q3 | $482K | Hold |
34,470
| – | – | 0.54% | 46 |
|
|
2022
Q2 | $508K | Hold |
34,470
| – | – | 0.55% | 48 |
|
|
2022
Q1 | $613K | Hold |
34,470
| – | – | 0.44% | 54 |
|
|
2021
Q4 | $649K | Buy |
+34,470
| New | +$649K | 0.42% | 53 |
|