Custos Family Office’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 | $537K | Sell |
22,529
-445
| -2% | -$10.6K | 0.17% | 42 |
|
|
2025
Q1 | $495K | Hold |
22,974
| – | – | 0.18% | 41 |
|
|
2024
Q4 | $522K | Hold |
22,974
| – | – | 0.18% | 44 |
|
|
2024
Q3 | $509K | Sell |
22,974
-474
| -2% | -$10.5K | 0.18% | 39 |
|
|
2024
Q2 | $491K | Sell |
23,448
-216
| -0.9% | -$4.53K | 0.2% | 38 |
|
|
2024
Q1 | $482K | Hold |
23,664
| – | – | 0.25% | 26 |
|
|
2023
Q4 | $439K | Hold |
23,664
| – | – | 0.23% | 29 |
|
|
2023
Q3 | $393K | Hold |
23,664
| – | – | 0.26% | 26 |
|
|
2023
Q2 | $408K | Hold |
23,664
| – | – | 0.26% | 26 |
|
|
2023
Q1 | $377K | Hold |
23,664
| – | – | 0.27% | 26 |
|
|
2022
Q4 | $353K | Hold |
23,664
| – | – | 0.28% | 28 |
|
|
2022
Q3 | $331K | Hold |
23,664
| – | – | 0.32% | 16 |
|
|
2022
Q2 | $349K | Buy |
+23,664
| New | +$349K | 0.31% | 14 |
|