Econ Financial Services’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 | $684K | Sell |
28,685
-2,689
| -9% | -$64.1K | 0.35% | 65 |
|
|
2025
Q1 | $675K | Sell |
31,374
-4,441
| -12% | -$95.6K | 0.36% | 68 |
|
|
2024
Q4 | $813K | Sell |
35,815
-4,556
| -11% | -$103K | 0.47% | 60 |
|
|
2024
Q3 | $895K | Buy |
40,371
+366
| +0.9% | +$8.12K | 0.5% | 49 |
|
|
2024
Q2 | $838K | Buy |
40,005
+1,188
| +3% | +$24.9K | 0.52% | 71 |
|
|
2024
Q1 | $790K | Sell |
38,817
-3,558
| -8% | -$72.4K | 0.49% | 66 |
|
|
2023
Q4 | $786K | Buy |
+42,375
| New | +$786K | 0.55% | 49 |
|
|
2022
Q3 | – | Sell |
-309,240
| Closed | -$4.56M | – | 96 |
|
|
2022
Q2 | $4.56M | Buy |
+309,240
| New | +$4.56M | 3.68% | 6 |
|
|
2019
Q2 | $1.42M | Buy |
+121,032
| New | +$1.42M | 1.97% | 17 |
|
|
2019
Q1 | – | Sell |
-266,652
| Closed | -$2.66M | – | 77 |
|
|
2018
Q4 | $2.66M | Buy |
+266,652
| New | +$2.66M | 4.06% | 4 |
|