Dodds Wealth’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 | $20.9M | Buy |
876,957
+16,274
| +2% | +$388K | 5.6% | 7 |
|
|
2025
Q1 | $18.5M | Buy |
860,683
+108,673
| +14% | +$2.34M | 6.04% | 6 |
|
|
2024
Q4 | $17.7M | Sell |
752,010
-1,304,274
| -63% | -$30.7M | 5.69% | 6 |
|
|
2024
Q3 | $15.2M | Buy |
2,056,284
+1,402,011
| +214% | +$10.4M | 5.08% | 6 |
|
|
2024
Q2 | $14M | Buy |
654,273
+100,512
| +18% | +$2.15M | 5.45% | 5 |
|
|
2024
Q1 | $11.3M | Buy |
553,761
+103,320
| +23% | +$2.1M | 4.58% | 5 |
|
|
2023
Q4 | $8.36M | Buy |
+450,441
| New | +$8.36M | 4.28% | 6 |
|