Diligent Investors’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 | $999K | Sell |
41,917
-5,488
| -12% | -$131K | 0.24% | 123 |
|
|
2025
Q1 | $1.02M | Buy |
47,405
+13
| +0% | +$280 | 0.25% | 113 |
|
|
2024
Q4 | $1.08M | Sell |
47,392
-2,036
| -4% | -$46.2K | 0.25% | 117 |
|
|
2024
Q3 | $1.1M | Sell |
49,428
-123
| -0.2% | -$2.73K | 0.25% | 113 |
|
|
2024
Q2 | $1.04M | Sell |
49,551
-2,406
| -5% | -$50.4K | 0.26% | 113 |
|
|
2024
Q1 | $1.06M | Sell |
51,957
-7,770
| -13% | -$158K | 0.27% | 110 |
|
|
2023
Q4 | $1.11M | Sell |
59,727
-13,554
| -18% | -$252K | 0.3% | 92 |
|
|
2023
Q3 | $1.22M | Sell |
73,281
-4,719
| -6% | -$78.4K | 0.37% | 71 |
|
|
2023
Q2 | $1.34M | Sell |
78,000
-2,307
| -3% | -$39.8K | 0.4% | 58 |
|
|
2023
Q1 | $1.28M | Sell |
80,307
-1,092
| -1% | -$17.4K | 0.4% | 60 |
|
|
2022
Q4 | $1.22M | Sell |
81,399
-195
| -0.2% | -$2.91K | 0.4% | 60 |
|
|
2022
Q3 | $1.14M | Sell |
81,594
-237
| -0.3% | -$3.32K | 0.41% | 60 |
|
|
2022
Q2 | $1.21M | Sell |
81,831
-1,059
| -1% | -$15.6K | 0.41% | 57 |
|
|
2022
Q1 | $1.48M | Buy |
82,890
+1,518
| +2% | +$27K | 0.43% | 49 |
|
|
2021
Q4 | $1.53M | Buy |
81,372
+756
| +0.9% | +$14.2K | 0.43% | 47 |
|
|
2021
Q3 | $1.4M | Hold |
80,616
| – | – | 0.48% | 48 |
|
|
2021
Q2 | $1.4M | Buy |
80,616
+528
| +0.7% | +$9.18K | 0.48% | 48 |
|
|
2021
Q1 | $1.29M | Buy |
80,088
+10,092
| +14% | +$163K | 0.47% | 50 |
|
|
2020
Q4 | $1.06M | Buy |
69,996
+2,172
| +3% | +$32.9K | 0.43% | 58 |
|
|
2020
Q3 | $900K | Sell |
67,824
-894
| -1% | -$11.9K | 0.41% | 55 |
|
|
2020
Q2 | $841K | Sell |
68,718
-4,530
| -6% | -$55.4K | 0.41% | 56 |
|
|
2020
Q1 | $738K | Buy |
73,248
+90
| +0.1% | +$907 | 0.44% | 51 |
|
|
2019
Q4 | $937K | Sell |
73,158
-1,992
| -3% | -$25.5K | 0.42% | 57 |
|
|
2019
Q3 | $889K | Sell |
75,150
-3,846
| -5% | -$45.5K | 0.43% | 62 |
|
|
2019
Q2 | $929K | Buy |
78,996
+52,008
| +193% | +$612K | 0.46% | 57 |
|
|
2019
Q1 | $306K | Sell |
26,988
-44,196
| -62% | -$501K | 0.17% | 142 |
|
|
2018
Q4 | $711K | Buy |
+71,184
| New | +$711K | 0.47% | 67 |
|