Cross Staff Investments’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
$2.56M Buy
107,519
+1,077
+1% +$25.7K 1.9% 9
2025
Q1
$2.29M Buy
106,442
+5,356
+5% +$115K 1.73% 10
2024
Q4
$2.29M Buy
101,086
+8,596
+9% +$195K 1.6% 12
2024
Q3
$2.05M Buy
92,490
+6,078
+7% +$135K 1.58% 14
2024
Q2
$1.81M Buy
86,412
+16,722
+24% +$350K 1.51% 16
2024
Q1
$1.42M Buy
69,690
+14,211
+26% +$289K 1.19% 20
2023
Q4
$1.03M Sell
55,479
-1,872
-3% -$34.7K 0.91% 29
2023
Q3
$953K Sell
57,351
-588
-1% -$9.77K 0.93% 28
2023
Q2
$998K Buy
57,939
+306
+0.5% +$5.27K 0.92% 28
2023
Q1
$919K Buy
57,633
+2,949
+5% +$47K 0.91% 28
2022
Q4
$817K Sell
54,684
-29,766
-35% -$445K 0.86% 32
2022
Q3
$1.18M Buy
84,450
+729
+0.9% +$10.2K 1.32% 15
2022
Q2
$1.23M Sell
83,721
-3,621
-4% -$53.3K 1.36% 18
2022
Q1
$1.55M Buy
87,342
+2,712
+3% +$48.3K 1.44% 15
2021
Q4
$1.59M Buy
+84,630
New +$1.59M 1.43% 15