Farrow Financial’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 | $924K | Buy |
38,792
+3,678
| +10% | +$87.6K | 0.56% | 39 |
|
|
2025
Q1 | $756K | Sell |
35,114
-1,708
| -5% | -$36.8K | 0.51% | 38 |
|
|
2024
Q4 | $839K | Sell |
36,822
-1,935
| -5% | -$44.1K | 0.54% | 38 |
|
|
2024
Q3 | $859K | Sell |
38,757
-786
| -2% | -$17.4K | 0.54% | 40 |
|
|
2024
Q2 | $829K | Hold |
39,543
| – | – | 0.56% | 41 |
|
|
2024
Q1 | $805K | Sell |
39,543
-1,830
| -4% | -$37.2K | 0.56% | 44 |
|
|
2023
Q4 | $768K | Buy |
+41,373
| New | +$768K | 0.58% | 43 |
|