Cutter & Co Brokerage’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 | – | Sell |
-39,586
| Closed | -$852K | – | 139 |
|
|
2025
Q1 | $852K | Buy |
39,586
+5,537
| +16% | +$119K | 0.2% | 73 |
|
|
2024
Q4 | $773K | Buy |
34,049
+20,183
| +146% | +$458K | 0.19% | 72 |
|
|
2024
Q3 | $307K | Buy |
13,866
+756
| +6% | +$16.8K | 0.07% | 141 |
|
|
2024
Q2 | $275K | Buy |
13,110
+300
| +2% | +$6.29K | 0.07% | 156 |
|
|
2024
Q1 | $261K | Buy |
12,810
+456
| +4% | +$9.28K | 0.06% | 158 |
|
|
2023
Q4 | $229K | Buy |
+12,354
| New | +$229K | 0.06% | 164 |
|