Continuum 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 | – | Sell |
-8,412
| Closed | -$181K | – | 1353 |
|
|
2025
Q1 | $181K | Sell |
8,412
-51,204
| -86% | -$1.1M | 0.02% | 410 |
|
|
2024
Q4 | $1.35M | Sell |
59,616
-117,615
| -66% | -$2.67M | 0.17% | 119 |
|
|
2024
Q3 | $1.36M | Buy |
177,231
+118,407
| +201% | +$909K | 0.17% | 125 |
|
|
2024
Q2 | $1.23M | Buy |
58,824
+1,788
| +3% | +$37.5K | 0.18% | 127 |
|
|
2024
Q1 | $1.15M | Buy |
57,036
+30,591
| +116% | +$618K | 0.17% | 133 |
|
|
2023
Q4 | $491K | Buy |
+26,445
| New | +$491K | 0.07% | 286 |
|