Evolution Advisers’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 | $15K | Hold |
657
| – | – | 0.01% | 119 |
|
|
2025
Q1 | $14K | Sell |
657
-4,171
| -86% | -$88.9K | 0.01% | 120 |
|
|
2024
Q4 | $109K | Buy |
4,828
+274
| +6% | +$6.19K | 0.06% | 56 |
|
|
2024
Q3 | $100K | Buy |
4,554
+567
| +14% | +$12.5K | 0.05% | 61 |
|
|
2024
Q2 | $83K | Buy |
3,987
+585
| +17% | +$12.2K | 0.05% | 68 |
|
|
2024
Q1 | $70K | Buy |
3,402
+1,134
| +50% | +$23.3K | 0.04% | 73 |
|
|
2023
Q4 | $42K | Buy |
2,268
+573
| +34% | +$10.6K | 0.03% | 94 |
|
|
2023
Q3 | $28K | Buy |
1,695
+354
| +26% | +$5.85K | 0.02% | 84 |
|
|
2023
Q2 | $23K | Buy |
1,341
+291
| +28% | +$4.99K | 0.02% | 93 |
|
|
2023
Q1 | $16K | Buy |
1,050
+390
| +59% | +$5.94K | 0.01% | 97 |
|
|
2022
Q4 | $9K | Buy |
660
+408
| +162% | +$5.56K | 0.01% | 121 |
|
|
2022
Q3 | $3K | Buy |
+252
| New | +$3K | ﹤0.01% | 123 |
|