Exchange Bank’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 | $1.84M | Sell |
77,350
-500
| -0.6% | -$11.9K | 1.46% | 21 |
|
|
2025
Q1 | $1.68M | Hold |
77,850
| – | – | 1.35% | 22 |
|
|
2024
Q4 | $1.77M | Sell |
77,850
-150
| -0.2% | -$3.41K | 1.42% | 18 |
|
|
2024
Q3 | $1.73M | Hold |
78,000
| – | – | 1.41% | 19 |
|
|
2024
Q2 | $1.63M | Hold |
78,000
| – | – | 1.39% | 20 |
|
|
2024
Q1 | $1.59M | Sell |
78,000
-489
| -0.6% | -$9.95K | 1.3% | 21 |
|
|
2023
Q4 | $1.46M | Hold |
78,489
| – | – | 1.26% | 22 |
|
|
2023
Q3 | $1.3M | Sell |
78,489
-6,000
| -7% | -$99.7K | 1.25% | 22 |
|
|
2023
Q2 | $1.46M | Buy |
+84,489
| New | +$1.46M | 1.41% | 21 |
|