Financial Perspectives’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 | $17.1K | Buy |
718
+2
| +0.3% | +$48 | 0.01% | 447 |
|
|
2025
Q1 | $15.4K | Buy |
716
+2
| +0.3% | +$43 | 0.01% | 443 |
|
|
2024
Q4 | $16.2K | Buy |
714
+3
| +0.4% | +$68 | 0.01% | 443 |
|
|
2024
Q3 | $15.8K | Buy |
711
+3
| +0.4% | +$67 | 0.01% | 419 |
|
|
2024
Q2 | $14.8K | Hold |
708
| – | – | 0.01% | 417 |
|
|
2024
Q1 | $14.4K | Buy |
708
+3
| +0.4% | +$61 | 0.01% | 423 |
|
|
2023
Q4 | $13.1K | Buy |
705
+3
| +0.4% | +$56 | 0.01% | 436 |
|
|
2023
Q3 | $11.7K | Hold |
702
| – | – | 0.01% | 429 |
|
|
2023
Q2 | $12.1K | Hold |
702
| – | – | 0.01% | 431 |
|
|
2023
Q1 | $11.2K | Hold |
702
| – | – | 0.01% | 434 |
|
|
2022
Q4 | $10.5K | Hold |
702
| – | – | 0.01% | 438 |
|
|
2022
Q3 | $9.83K | Hold |
702
| – | – | 0.01% | 440 |
|
|
2022
Q2 | $10.3K | Buy |
702
+204
| +41% | +$3.01K | 0.01% | 438 |
|
|
2022
Q1 | $8.86K | Hold |
498
| – | – | ﹤0.01% | 476 |
|
|
2021
Q4 | $9.38K | Hold |
498
| – | – | ﹤0.01% | 447 |
|
|
2021
Q3 | $8.62K | Hold |
498
| – | – | ﹤0.01% | 459 |
|
|
2021
Q2 | $8.65K | Sell |
498
-47,664
| -99% | -$828K | ﹤0.01% | 478 |
|
|
2021
Q1 | $83K | Buy |
48,162
+47,664
| +9,571% | +$82.1K | ﹤0.01% | 528 |
|
|
2020
Q4 | $7.55K | Hold |
498
| – | – | ﹤0.01% | 431 |
|
|
2020
Q3 | $6.61K | Hold |
498
| – | – | ﹤0.01% | 397 |
|
|
2020
Q2 | $6.1K | Hold |
498
| – | – | ﹤0.01% | 395 |
|
|
2020
Q1 | $5.02K | Buy |
498
+216
| +77% | +$2.18K | ﹤0.01% | 381 |
|
|
2019
Q4 | $3.61K | Buy |
+282
| New | +$3.61K | ﹤0.01% | 417 |
|