Founders Financial Alliance’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 | $283K | Buy |
11,862
+49
| +0.4% | +$1.17K | 0.06% | 265 |
|
|
2025
Q1 | $254K | Buy |
11,813
+713
| +6% | +$15.4K | 0.06% | 287 |
|
|
2024
Q4 | $252K | Sell |
11,100
-42
| -0.4% | -$953 | 0.07% | 242 |
|
|
2024
Q3 | $247K | Hold |
11,142
| – | – | 0.07% | 249 |
|
|
2024
Q2 | $233K | Buy |
11,142
+11,100
| +26,429% | +$233K | 0.07% | 246 |
|
|
2024
Q1 | $855 | Buy |
+42
| New | +$855 | ﹤0.01% | 549 |
|