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 |
|