CVA 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 | $7.24M | Buy |
303,855
+8,973
| +3% | +$214K | 1.02% | 23 |
|
|
2025
Q1 | $6.35M | Sell |
294,882
-3,810
| -1% | -$82K | 0.97% | 26 |
|
|
2024
Q4 | $6.78M | Sell |
298,692
-5,031
| -2% | -$114K | 1.07% | 23 |
|
|
2024
Q3 | $6.73M | Buy |
303,723
+8,331
| +3% | +$185K | 1.09% | 21 |
|
|
2024
Q2 | $6.19M | Sell |
295,392
-4,929
| -2% | -$103K | 1.11% | 22 |
|
|
2024
Q1 | $6.11M | Sell |
300,321
-12,576
| -4% | -$256K | 1.09% | 21 |
|
|
2023
Q4 | $5.81M | Sell |
312,897
-13,590
| -4% | -$252K | 1.13% | 21 |
|
|
2023
Q3 | $5.43M | Sell |
326,487
-7,383
| -2% | -$123K | 1.24% | 20 |
|
|
2023
Q2 | $5.75M | Sell |
333,870
-828
| -0.2% | -$14.3K | 1.21% | 21 |
|
|
2023
Q1 | $5.34M | Sell |
334,698
-3,813
| -1% | -$60.8K | 1.19% | 21 |
|
|
2022
Q4 | $5.06M | Sell |
338,511
-18,294
| -5% | -$273K | 1.23% | 19 |
|
|
2022
Q3 | $4.99M | Sell |
356,805
-474
| -0.1% | -$6.63K | 1.36% | 18 |
|
|
2022
Q2 | $5.26M | Sell |
357,279
-9,372
| -3% | -$138K | 1.43% | 18 |
|
|
2022
Q1 | $6.53M | Buy |
366,651
+8,481
| +2% | +$151K | 1.56% | 16 |
|
|
2021
Q4 | $6.75M | Sell |
358,170
-2,958
| -0.8% | -$55.7K | 1.68% | 14 |
|
|
2021
Q3 | $4.79M | Sell |
361,128
-12,216
| -3% | -$162K | 3.46% | 6 |
|
|
2021
Q2 | $6.49M | Sell |
373,344
-3,048
| -0.8% | -$53K | 1.85% | 14 |
|
|
2021
Q1 | $6.07M | Buy |
376,392
+17,748
| +5% | +$286K | 2.3% | 8 |
|
|
2020
Q4 | $5.44M | Sell |
358,644
-2,484
| -0.7% | -$37.7K | 3.34% | 7 |
|
|
2020
Q3 | $4.79M | Buy |
361,128
+44,526
| +14% | +$591K | 3.46% | 6 |
|
|
2020
Q2 | $3.88M | Buy |
316,602
+136,050
| +75% | +$1.67M | 3.19% | 8 |
|
|
2020
Q1 | $1.82M | Buy |
180,552
+69,294
| +62% | +$698K | 1.85% | 12 |
|
|
2019
Q4 | $1.43M | Buy |
+111,258
| New | +$1.43M | 1.31% | 20 |
|