ELCO Management’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 | $3.46M | Buy |
145,356
+24,966
| +21% | +$595K | 1.81% | 13 |
|
|
2025
Q1 | $2.59M | Buy |
120,390
+14,540
| +14% | +$313K | 1.43% | 16 |
|
|
2024
Q4 | $2.4M | Buy |
105,850
+32,800
| +45% | +$745K | 1.26% | 17 |
|
|
2024
Q3 | $1.62M | Buy |
73,050
+14,250
| +24% | +$316K | 0.87% | 28 |
|
|
2024
Q2 | $1.23M | Buy |
58,800
+14,700
| +33% | +$308K | 0.72% | 34 |
|
|
2024
Q1 | $897K | Buy |
44,100
+18,300
| +71% | +$372K | 0.55% | 42 |
|
|
2023
Q4 | $479K | Buy |
+25,800
| New | +$479K | 0.32% | 71 |
|