DI
Disciplined Investments’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Hold |
61,871
| – | – | 0.62% | 47 |
|
|
2025
Q1 | $1.33M | Hold |
61,871
| – | – | 0.61% | 48 |
|
|
2024
Q4 | $1.4M | Buy |
61,871
+41,247
| +200% | +$936K | 0.69% | 45 |
|
|
2024
Q3 | $1.37M | Hold |
20,624
| – | – | 0.68% | 46 |
|
|
2024
Q2 | $1.3M | Hold |
20,624
| – | – | 0.69% | 45 |
|
|
2024
Q1 | $1.26M | Sell |
20,624
-6,410
| -24% | -$391K | 0.69% | 44 |
|
|
2023
Q4 | $1.5M | Sell |
27,034
-278
| -1% | -$15.5K | 0.88% | 36 |
|
|
2023
Q3 | $1.36M | Buy |
27,312
+103
| +0.4% | +$5.14K | 0.83% | 38 |
|
|
2023
Q2 | $1.41M | Buy |
27,209
+99
| +0.4% | +$5.12K | 0.75% | 38 |
|
|
2023
Q1 | $1.3M | Buy |
27,110
+102
| +0.4% | +$4.88K | 0.55% | 50 |
|
|
2022
Q4 | $1.21M | Buy |
27,008
+119
| +0.4% | +$5.33K | 0.59% | 48 |
|
|
2022
Q3 | $1.13M | Buy |
26,889
+115
| +0.4% | +$4.83K | 0.52% | 49 |
|
|
2022
Q2 | $1.18M | Buy |
26,774
+104
| +0.4% | +$4.6K | 0.53% | 50 |
|
|
2022
Q1 | $1.42M | Buy |
26,670
+13,372
| +101% | +$714K | 0.59% | 45 |
|
|
2021
Q4 | $1.5M | Buy |
13,298
+50
| +0.4% | +$5.65K | 0.66% | 43 |
|
|
2021
Q3 | $1.38M | Buy |
13,248
+41
| +0.3% | +$4.26K | 0.67% | 42 |
|
|
2021
Q2 | $1.38M | Buy |
13,207
+40
| +0.3% | +$4.17K | 0.71% | 42 |
|
|
2021
Q1 | $1.27M | Buy |
13,167
+38
| +0.3% | +$3.67K | 0.75% | 40 |
|
|
2020
Q4 | $1.2M | Buy |
13,129
+53
| +0.4% | +$4.82K | 0.8% | 37 |
|
|
2020
Q3 | $1.04M | Buy |
13,076
+79
| +0.6% | +$6.29K | 0.77% | 37 |
|
|
2020
Q2 | $955K | Buy |
12,997
+51
| +0.4% | +$3.75K | 0.74% | 41 |
|
|
2020
Q1 | $782K | Buy |
12,946
+12,807
| +9,214% | +$774K | 0.74% | 42 |
|
|
2019
Q4 | $11K | Buy |
+139
| New | +$11K | 0.01% | 285 |
|