Ehrlich Financial Group’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 | – | Sell |
-15,270
| Closed | -$329K | – | 117 |
|
|
2025
Q1 | $329K | Sell |
15,270
-300
| -2% | -$6.46K | 0.24% | 79 |
|
|
2024
Q4 | $353K | Buy |
15,570
+2,496
| +19% | +$56.7K | 0.25% | 77 |
|
|
2024
Q3 | $290K | Hold |
13,074
| – | – | 0.21% | 78 |
|
|
2024
Q2 | $274K | Buy |
13,074
+450
| +4% | +$9.43K | 0.22% | 77 |
|
|
2024
Q1 | $257K | Buy |
12,624
+150
| +1% | +$3.05K | 0.22% | 81 |
|
|
2023
Q4 | $231K | Buy |
+12,474
| New | +$231K | 0.23% | 87 |
|