Evoke Wealth’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 | $423K | Sell |
17,754
-1,752
| -9% | -$41.8K | 0.01% | 366 |
|
|
2025
Q1 | $420K | Sell |
19,506
-492
| -2% | -$10.6K | 0.01% | 293 |
|
|
2024
Q4 | $454K | Hold |
19,998
| – | – | 0.01% | 278 |
|
|
2024
Q3 | $443K | Buy |
+19,998
| New | +$443K | 0.01% | 270 |
|
|
2024
Q2 | – | Sell |
-19,998
| Closed | -$407K | – | 329 |
|
|
2024
Q1 | $407K | Buy |
+19,998
| New | +$407K | 0.01% | 286 |
|
|
2023
Q4 | – | Sell |
-626,616
| Closed | -$10.4M | – | 300 |
|
|
2023
Q3 | $10.4M | Buy |
626,616
+608,862
| +3,429% | +$10.1M | 0.37% | 33 |
|
|
2023
Q2 | $306K | Hold |
17,754
| – | – | 0.01% | 285 |
|
|
2023
Q1 | $283K | Hold |
17,754
| – | – | 0.01% | 278 |
|
|
2022
Q4 | $265K | Hold |
17,754
| – | – | 0.01% | 298 |
|
|
2022
Q3 | $248K | Buy |
17,754
+13,734
| +342% | +$192K | 0.01% | 288 |
|
|
2022
Q2 | $59K | Sell |
4,020
-14,307
| -78% | -$210K | ﹤0.01% | 495 |
|
|
2022
Q1 | $326K | Buy |
+18,327
| New | +$326K | 0.01% | 278 |
|