Financial Gravity Asset Management’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
Q1 | $3.88K | Buy |
+180
| New | +$3.88K | ﹤0.01% | 744 |
|
|
2024
Q2 | $63 | Sell |
3
-993
| -100% | -$20.9K | ﹤0.01% | 1191 |
|
|
2024
Q1 | $20.3K | Buy |
996
+990
| +16,500% | +$20.2K | ﹤0.01% | 537 |
|
|
2023
Q4 | $65 | Buy |
6
+3
| +100% | +$32 | ﹤0.01% | 1307 |
|
|
2023
Q3 | $30 | Sell |
3
-153
| -98% | -$1.53K | ﹤0.01% | 1099 |
|
|
2023
Q2 | $46.6K | Buy |
156
+12
| +8% | +$3.58K | 0.13% | 80 |
|
|
2023
Q1 | $94 | Buy |
+144
| New | +$94 | ﹤0.01% | 693 |
|
|
2020
Q1 | – | Sell |
-3,006
| Closed | -$39K | – | 1343 |
|
|
2019
Q4 | $39K | Hold |
3,006
| – | – | 0.03% | 758 |
|
|
2019
Q3 | $36K | Sell |
3,006
-4,362
| -59% | -$52.2K | 0.03% | 346 |
|
|
2019
Q2 | $87K | Buy |
7,368
+3,486
| +90% | +$41.2K | 0.07% | 246 |
|
|
2019
Q1 | $45K | Buy |
+3,882
| New | +$45K | 0.04% | 339 |
|