Cornerstone Planning Group’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 | $424K | Sell |
17,479
-9
| -0.1% | -$218 | 0.09% | 55 |
|
|
2025
Q1 | $360K | Buy |
17,488
+6,888
| +65% | +$142K | 0.09% | 57 |
|
|
2024
Q4 | $247K | Sell |
10,600
-19,814
| -65% | -$461K | 0.06% | 62 |
|
|
2024
Q3 | $228K | Sell |
30,414
-79,008
| -72% | -$592K | 0.06% | 67 |
|
|
2024
Q2 | $2.19M | Buy |
109,422
+108,993
| +25,406% | +$2.18M | 0.63% | 20 |
|
|
2024
Q1 | $8.52K | Hold |
429
| – | – | ﹤0.01% | 436 |
|
|
2023
Q4 | $7.96K | Hold |
429
| – | – | ﹤0.01% | 470 |
|
|
2023
Q3 | $7.13K | Buy |
+429
| New | +$7.13K | ﹤0.01% | 489 |
|