Fonville Wealth 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
Q2 | $1.46M | Sell |
61,136
-501
| -0.8% | -$11.9K | 0.37% | 49 |
|
|
2025
Q1 | $1.31M | Sell |
61,637
-2,115
| -3% | -$45K | 0.39% | 50 |
|
|
2024
Q4 | $1.45M | Sell |
63,752
-1,054
| -2% | -$23.9K | 0.48% | 44 |
|
|
2024
Q3 | $1.44M | Sell |
64,806
-2,550
| -4% | -$56.5K | 0.5% | 45 |
|
|
2024
Q2 | $1.42M | Sell |
67,356
-1,065
| -2% | -$22.4K | 0.56% | 45 |
|
|
2024
Q1 | $1.39M | Sell |
68,421
-315
| -0.5% | -$6.41K | 0.62% | 45 |
|
|
2023
Q4 | $1.28M | Buy |
+68,736
| New | +$1.28M | 0.68% | 45 |
|