Everhart 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 | $11.1M | Buy |
464,093
+7,270
| +2% | +$173K | 1.28% | 13 |
|
|
2025
Q1 | $9.84M | Sell |
456,823
-1,205
| -0.3% | -$25.9K | 1.34% | 12 |
|
|
2024
Q4 | $10.4M | Sell |
458,028
-28,548
| -6% | -$648K | 2.14% | 9 |
|
|
2024
Q3 | $10.8M | Sell |
486,576
-2,676
| -0.5% | -$59.3K | 2.39% | 7 |
|
|
2024
Q2 | $10.3M | Sell |
489,252
-1,575
| -0.3% | -$33K | 2.66% | 6 |
|
|
2024
Q1 | $9.99M | Sell |
490,827
-2,706
| -0.5% | -$55.1K | 2.91% | 7 |
|
|
2023
Q4 | $9.16M | Sell |
493,533
-7,623
| -2% | -$141K | 3.24% | 5 |
|
|
2023
Q3 | $8.33M | Sell |
501,156
-22,770
| -4% | -$378K | 3.53% | 5 |
|
|
2023
Q2 | $8.81M | Sell |
523,926
-22,101
| -4% | -$372K | 3.65% | 4 |
|
|
2023
Q1 | $8.71M | Buy |
546,027
+11,193
| +2% | +$179K | 3.91% | 2 |
|
|
2022
Q4 | $7.98M | Buy |
534,834
+7,845
| +1% | +$117K | 4.01% | 3 |
|
|
2022
Q3 | $7.38M | Sell |
526,989
-106,767
| -17% | -$1.49M | 4.08% | 3 |
|
|
2022
Q2 | $9.34M | Buy |
633,756
+118,098
| +23% | +$1.74M | 5.67% | 2 |
|
|
2022
Q1 | $9.18M | Buy |
515,658
+5,994
| +1% | +$107K | 5.3% | 2 |
|
|
2021
Q4 | $9.6M | Buy |
509,664
+7,866
| +2% | +$148K | 5.8% | 2 |
|
|
2021
Q3 | $8.69M | Sell |
501,798
-5,256
| -1% | -$91K | 5.95% | 2 |
|
|
2021
Q2 | $8.81M | Sell |
507,054
-5,664
| -1% | -$98.4K | 6.06% | 2 |
|
|
2021
Q1 | $8.26M | Sell |
512,718
-21,834
| -4% | -$352K | 7.25% | 2 |
|
|
2020
Q4 | $8.11M | Buy |
+534,552
| New | +$8.11M | 7.48% | 2 |
|