CoreCap Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
55,445
-293
| -0.5% | -$6.98K | 0.05% | 288 |
|
|
2025
Q1 | $1.2M | Sell |
55,738
-9,472
| -15% | -$204K | 0.05% | 296 |
|
|
2024
Q4 | $1.48M | Sell |
65,210
-1,981
| -3% | -$45K | 0.07% | 264 |
|
|
2024
Q3 | $1.49M | Buy |
+67,191
| New | +$1.49M | 0.07% | 263 |
|
|
2024
Q2 | – | Sell |
-1,905
| Closed | -$38.8K | – | 2411 |
|
|
2024
Q1 | $38.8K | Buy |
+1,905
| New | +$38.8K | ﹤0.01% | 1206 |
|
|
2022
Q4 | $7.39K | Buy |
+495
| New | +$7.39K | ﹤0.01% | 1640 |
|