Dakota Wealth Management’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 | $484K | Sell |
20,313
-1,302
| -6% | -$31K | 0.01% | 521 |
|
|
2025
Q1 | $465K | Sell |
21,615
-435
| -2% | -$9.37K | 0.01% | 523 |
|
|
2024
Q4 | $501K | Sell |
22,050
-1,608
| -7% | -$36.5K | 0.01% | 503 |
|
|
2024
Q3 | $525K | Sell |
23,658
-10,032
| -30% | -$222K | 0.01% | 492 |
|
|
2024
Q2 | $707K | Sell |
33,690
-10,629
| -24% | -$223K | 0.02% | 435 |
|
|
2024
Q1 | $902K | Buy |
44,319
+26,676
| +151% | +$543K | 0.02% | 382 |
|
|
2023
Q4 | $327K | Buy |
17,643
+315
| +2% | +$5.85K | 0.01% | 494 |
|
|
2023
Q3 | $288K | Buy |
+17,328
| New | +$288K | 0.01% | 496 |
|