Focus Partners Wealth’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 | $29.8M | Buy |
1,250,036
+134,464
| +12% | +$3.2M | 0.06% | 274 |
|
|
2025
Q1 | $24M | Buy |
1,115,572
+9,293
| +0.8% | +$200K | 0.06% | 285 |
|
|
2024
Q4 | $25.1M | Buy |
1,106,279
+581,081
| +111% | +$13.2M | 0.07% | 275 |
|
|
2024
Q3 | $11.6M | Sell |
525,198
-39,582
| -7% | -$878K | 0.04% | 375 |
|
|
2024
Q2 | $11.8M | Buy |
564,780
+389,187
| +222% | +$8.16M | 0.04% | 345 |
|
|
2024
Q1 | $3.57M | Buy |
175,593
+24,255
| +16% | +$494K | 0.03% | 385 |
|
|
2023
Q4 | $2.81M | Buy |
+151,338
| New | +$2.81M | 0.04% | 310 |
|