Equita Financial Network’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 | $6.43M | Sell |
269,712
-7,249
| -3% | -$173K | 2.56% | 10 |
|
|
2025
Q1 | $5.96M | Buy |
276,961
+2,901
| +1% | +$62.5K | 2.08% | 15 |
|
|
2024
Q4 | $6.22M | Sell |
274,060
-6,869
| -2% | -$156K | 2.25% | 15 |
|
|
2024
Q3 | $6.23M | Buy |
280,929
+1,353
| +0.5% | +$30K | 2.28% | 15 |
|
|
2024
Q2 | $5.86M | Sell |
279,576
-54,618
| -16% | -$1.14M | 2.45% | 14 |
|
|
2024
Q1 | $6.8M | Sell |
334,194
-151,857
| -31% | -$3.09M | 3.05% | 11 |
|
|
2023
Q4 | $9.02M | Buy |
486,051
+14,415
| +3% | +$268K | 4.81% | 5 |
|
|
2023
Q3 | $7.84M | Buy |
+471,636
| New | +$7.84M | 4.82% | 4 |
|