Forum Financial 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 | $751K | Buy |
31,529
+1,345
| +4% | +$32.1K | 0.01% | 280 |
|
|
2025
Q1 | $650K | Buy |
30,184
+9,704
| +47% | +$209K | 0.01% | 287 |
|
|
2024
Q4 | $465K | Buy |
20,480
+491
| +2% | +$11.1K | 0.01% | 401 |
|
|
2024
Q3 | $443K | Buy |
19,989
+324
| +2% | +$7.18K | 0.01% | 371 |
|
|
2024
Q2 | $412K | Buy |
19,665
+2,106
| +12% | +$44.1K | 0.01% | 368 |
|
|
2024
Q1 | $357K | Buy |
17,559
+6
| +0% | +$122 | 0.01% | 437 |
|
|
2023
Q4 | $326K | Buy |
17,553
+6
| +0% | +$111 | 0.01% | 422 |
|
|
2023
Q3 | $292K | Sell |
17,547
-1,779
| -9% | -$29.6K | 0.01% | 428 |
|
|
2023
Q2 | $333K | Sell |
19,326
-1,200
| -6% | -$20.7K | 0.01% | 400 |
|
|
2023
Q1 | $327K | Sell |
20,526
-6,156
| -23% | -$98.2K | 0.01% | 375 |
|
|
2022
Q4 | $399K | Buy |
26,682
+3,924
| +17% | +$58.6K | 0.01% | 310 |
|
|
2022
Q3 | $319K | Hold |
22,758
| – | – | 0.02% | 325 |
|
|
2022
Q2 | $335K | Sell |
22,758
-3,990
| -15% | -$58.7K | 0.02% | 323 |
|
|
2022
Q1 | $476K | Sell |
26,748
-510
| -2% | -$9.08K | 0.02% | 247 |
|
|
2021
Q4 | $513K | Buy |
+27,258
| New | +$513K | 0.03% | 241 |
|