Crewe 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 | $825K | Buy |
34,599
+8,721
| +34% | +$208K | 0.12% | 67 |
|
|
2025
Q1 | $557K | Buy |
25,878
+725
| +3% | +$15.6K | 0.08% | 73 |
|
|
2024
Q4 | $571K | Buy |
25,153
+67
| +0.3% | +$1.52K | 0.08% | 72 |
|
|
2024
Q3 | $556K | Buy |
25,086
+819
| +3% | +$18.2K | 0.06% | 77 |
|
|
2024
Q2 | $509K | Hold |
24,267
| – | – | 0.06% | 107 |
|
|
2024
Q1 | $494K | Buy |
24,267
+1,299
| +6% | +$26.4K | 0.06% | 100 |
|
|
2023
Q4 | $426K | Buy |
22,968
+84
| +0.4% | +$1.56K | 0.07% | 54 |
|
|
2023
Q3 | $380K | Buy |
22,884
+66
| +0.3% | +$1.1K | 0.07% | 52 |
|
|
2023
Q2 | $393K | Buy |
22,818
+1,143
| +5% | +$19.7K | 0.06% | 91 |
|
|
2023
Q1 | $346K | Buy |
21,675
+63
| +0.3% | +$1.01K | 0.05% | 110 |
|
|
2022
Q4 | $323K | Sell |
21,612
-2,790
| -11% | -$41.7K | 0.05% | 109 |
|
|
2022
Q3 | $342K | Buy |
24,402
+69
| +0.3% | +$967 | 0.06% | 93 |
|
|
2022
Q2 | $358K | Buy |
24,333
+63
| +0.3% | +$927 | 0.08% | 78 |
|
|
2022
Q1 | $432K | Buy |
24,270
+36
| +0.1% | +$641 | 0.08% | 60 |
|
|
2021
Q4 | $456K | Buy |
24,234
+2,274
| +10% | +$42.8K | 0.09% | 51 |
|
|
2021
Q3 | $380K | Buy |
21,960
+42
| +0.2% | +$727 | 0.09% | 42 |
|
|
2021
Q2 | $381K | Buy |
+21,918
| New | +$381K | 0.09% | 40 |
|