Crescent Grove Advisors’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 | $286K | Hold |
12,000
| – | – | 0.03% | 225 |
|
|
2025
Q1 | $258K | Hold |
12,000
| – | – | 0.03% | 229 |
|
|
2024
Q4 | $272K | Hold |
12,000
| – | – | 0.03% | 224 |
|
|
2024
Q3 | $266K | Hold |
12,000
| – | – | 0.03% | 238 |
|
|
2024
Q2 | $252K | Hold |
12,000
| – | – | 0.03% | 234 |
|
|
2024
Q1 | $244K | Hold |
12,000
| – | – | 0.03% | 270 |
|
|
2023
Q4 | $223K | Buy |
+12,000
| New | +$223K | 0.02% | 269 |
|
|
2023
Q3 | – | Sell |
-12,000
| Closed | -$207K | – | 298 |
|
|
2023
Q2 | $207K | Buy |
+12,000
| New | +$207K | 0.02% | 277 |
|