CRA Financial Services’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 | $3.96M | Buy |
165,976
+3,928
| +2% | +$93.6K | 0.6% | 34 |
|
|
2025
Q1 | $3.49M | Buy |
162,048
+1,381
| +0.9% | +$29.7K | 0.6% | 38 |
|
|
2024
Q4 | $3.65M | Buy |
160,667
+1,595
| +1% | +$36.2K | 0.63% | 34 |
|
|
2024
Q3 | $3.53M | Sell |
159,072
-1,089
| -0.7% | -$24.1K | 0.65% | 35 |
|
|
2024
Q2 | $3.36M | Sell |
160,161
-1,344
| -0.8% | -$28.2K | 0.68% | 31 |
|
|
2024
Q1 | $3.29M | Buy |
161,505
+4,371
| +3% | +$88.9K | 0.71% | 29 |
|
|
2023
Q4 | $2.92M | Sell |
157,134
-4,278
| -3% | -$79.4K | 0.71% | 28 |
|
|
2023
Q3 | $2.68M | Buy |
161,412
+6,906
| +4% | +$115K | 0.74% | 28 |
|
|
2023
Q2 | $2.66M | Sell |
154,506
-2,886
| -2% | -$49.7K | 0.72% | 30 |
|
|
2023
Q1 | $2.51M | Sell |
157,392
-735
| -0.5% | -$11.7K | 0.75% | 29 |
|
|
2022
Q4 | $2.36M | Sell |
158,127
-15,369
| -9% | -$230K | 0.77% | 27 |
|
|
2022
Q3 | $2.43M | Sell |
173,496
-11,340
| -6% | -$159K | 0.87% | 21 |
|
|
2022
Q2 | $2.72M | Buy |
184,836
+5,535
| +3% | +$81.5K | 0.93% | 19 |
|
|
2022
Q1 | $3.19M | Buy |
179,301
+9,039
| +5% | +$161K | 0.96% | 17 |
|
|
2021
Q4 | $3.21M | Buy |
170,262
+20,232
| +13% | +$381K | 0.95% | 18 |
|
|
2021
Q3 | $2.6M | Buy |
150,030
+1,602
| +1% | +$27.7K | 0.88% | 18 |
|
|
2021
Q2 | $2.58M | Buy |
148,428
+1,938
| +1% | +$33.7K | 0.9% | 19 |
|
|
2021
Q1 | $2.36M | Buy |
146,490
+1,338
| +0.9% | +$21.6K | 0.91% | 23 |
|
|
2020
Q4 | $2.2M | Buy |
145,152
+936
| +0.6% | +$14.2K | 0.93% | 23 |
|
|
2020
Q3 | $1.91M | Sell |
144,216
-9,984
| -6% | -$133K | 0.91% | 22 |
|
|
2020
Q2 | $1.89M | Sell |
154,200
-732
| -0.5% | -$8.96K | 1% | 20 |
|
|
2020
Q1 | $1.56M | Buy |
154,932
+16,056
| +12% | +$162K | 1% | 24 |
|
|
2019
Q4 | $1.78M | Buy |
138,876
+966
| +0.7% | +$12.4K | 0.97% | 23 |
|
|
2019
Q3 | $1.63M | Sell |
137,910
-1,530
| -1% | -$18.1K | 0.99% | 25 |
|
|
2019
Q2 | $1.64M | Buy |
139,440
+19,872
| +17% | +$234K | 0.98% | 27 |
|
|
2019
Q1 | $1.36M | Buy |
119,568
+4,248
| +4% | +$48.2K | 0.88% | 33 |
|
|
2018
Q4 | $1.15M | Buy |
+115,320
| New | +$1.15M | 0.83% | 36 |
|