Everett Harris & Co’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 | $512K | Sell |
21,465
-260
| -1% | -$6.2K | 0.01% | 218 |
|
|
2025
Q1 | $468K | Sell |
21,725
-100
| -0.5% | -$2.15K | 0.01% | 213 |
|
|
2024
Q4 | $495K | Buy |
21,825
+3,225
| +17% | +$73.2K | 0.01% | 196 |
|
|
2024
Q3 | $412K | Buy |
18,600
+90
| +0.5% | +$2K | 0.01% | 202 |
|
|
2024
Q2 | $388K | Buy |
18,510
+4,860
| +36% | +$102K | 0.01% | 201 |
|
|
2024
Q1 | $278K | Buy |
13,650
+2,250
| +20% | +$45.8K | ﹤0.01% | 236 |
|
|
2023
Q4 | $212K | Buy |
+11,400
| New | +$212K | ﹤0.01% | 252 |
|
|
2017
Q3 | – | Sell |
-22,200
| Closed | -$216K | – | 246 |
|
|
2017
Q2 | $216K | Hold |
22,200
| – | – | 0.01% | 220 |
|
|
2017
Q1 | $211K | Buy |
+22,200
| New | +$211K | 0.01% | 223 |
|