Financial Synergies Wealth Advisors’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 | $377K | Buy |
15,811
+50
| +0.3% | +$1.19K | 0.04% | 70 |
|
|
2025
Q1 | $339K | Buy |
15,761
+6
| +0% | +$129 | 0.04% | 65 |
|
|
2024
Q4 | $358K | Buy |
15,755
+8
| +0.1% | +$182 | 0.04% | 62 |
|
|
2024
Q3 | $349K | Buy |
15,747
+12
| +0.1% | +$266 | 0.04% | 61 |
|
|
2024
Q2 | $330K | Hold |
15,735
| – | – | 0.04% | 60 |
|
|
2024
Q1 | $320K | Buy |
15,735
+39
| +0.2% | +$794 | 0.04% | 63 |
|
|
2023
Q4 | $234K | Sell |
15,696
-24
| -0.2% | -$358 | 0.04% | 64 |
|
|
2023
Q3 | $261K | Buy |
15,720
+6
| +0% | +$100 | 0.04% | 62 |
|
|
2023
Q2 | $271K | Buy |
15,714
+6
| +0% | +$103 | 0.04% | 63 |
|
|
2023
Q1 | $251K | Buy |
15,708
+12
| +0.1% | +$191 | 0.04% | 63 |
|
|
2022
Q4 | $234K | Buy |
15,696
+12,201
| +349% | +$182K | 0.04% | 64 |
|
|
2022
Q3 | $48.9K | Buy |
3,495
+9
| +0.3% | +$126 | 0.01% | 95 |
|
|
2022
Q2 | $51.4K | Buy |
+3,486
| New | +$51.4K | 0.01% | 104 |
|