Friedenthal Financial’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 | $168K | Buy |
7,041
+44
| +0.6% | +$1.05K | 0.09% | 110 |
|
|
2025
Q1 | $151K | Sell |
6,997
-66,775
| -91% | -$1.44M | 0.09% | 107 |
|
|
2024
Q4 | $1.67M | Buy |
73,772
+66,899
| +973% | +$1.52M | 0.98% | 22 |
|
|
2024
Q3 | $152K | Buy |
6,873
+189
| +3% | +$4.19K | 0.09% | 112 |
|
|
2024
Q2 | $140K | Sell |
6,684
-633
| -9% | -$13.3K | 0.09% | 114 |
|
|
2024
Q1 | $149K | Sell |
7,317
-612
| -8% | -$12.5K | 0.09% | 111 |
|
|
2023
Q4 | $147K | Buy |
+7,929
| New | +$147K | 0.1% | 109 |
|
|
2022
Q1 | – | Sell |
-17,460
| Closed | -$329K | – | 66 |
|
|
2021
Q4 | $329K | Sell |
17,460
-36
| -0.2% | -$678 | 0.2% | 58 |
|
|
2021
Q3 | $303K | Sell |
17,496
-720
| -4% | -$12.5K | 0.18% | 58 |
|
|
2021
Q2 | $317K | Buy |
+18,216
| New | +$317K | 0.19% | 57 |
|
|
2019
Q3 | – | Sell |
-71,910
| Closed | -$845K | – | 61 |
|
|
2019
Q2 | $845K | Buy |
71,910
+46,836
| +187% | +$550K | 0.73% | 33 |
|
|
2019
Q1 | $284K | Buy |
+25,074
| New | +$284K | 0.24% | 53 |
|
|
2018
Q4 | – | Sell |
-23,712
| Closed | -$278K | – | 59 |
|
|
2018
Q3 | $278K | Sell |
23,712
-174
| -0.7% | -$2.04K | 0.23% | 56 |
|
|
2018
Q2 | $263K | Sell |
23,886
-56,262
| -70% | -$619K | 0.23% | 58 |
|
|
2018
Q1 | $852K | Sell |
80,148
-2,016
| -2% | -$21.4K | 0.72% | 35 |
|
|
2017
Q4 | $884K | Sell |
82,164
-1,002
| -1% | -$10.8K | 0.78% | 37 |
|
|
2017
Q3 | $844K | Sell |
83,166
-1,434
| -2% | -$14.6K | 0.76% | 36 |
|
|
2017
Q2 | $824K | Sell |
84,600
-9,534
| -10% | -$92.9K | 0.76% | 34 |
|
|
2017
Q1 | $895K | Buy |
+94,134
| New | +$895K | 0.83% | 33 |
|
|
2016
Q4 | – | Sell |
-26,262
| Closed | -$229K | – | 50 |
|
|
2016
Q3 | $229K | Sell |
26,262
-120
| -0.5% | -$1.05K | 0.2% | 44 |
|
|
2016
Q2 | $221K | Sell |
26,382
-28,164
| -52% | -$236K | 0.19% | 44 |
|
|
2016
Q1 | $446K | Hold |
54,546
| – | – | 0.41% | 29 |
|
|
2015
Q4 | $446K | Sell |
54,546
-43,818
| -45% | -$358K | 0.4% | 29 |
|
|
2015
Q3 | $760K | Sell |
98,364
-145,200
| -60% | -$1.12M | 0.68% | 12 |
|
|
2015
Q2 | $2.04M | Buy |
243,564
+91,584
| +60% | +$767K | 1.77% | 12 |
|
|
2015
Q1 | $1.28M | Buy |
151,980
+6,570
| +5% | +$55.3K | 1.08% | 16 |
|
|
2014
Q4 | $1.21M | Sell |
145,410
-136,158
| -48% | -$1.13M | 1.03% | 18 |
|
|
2014
Q3 | $2.23M | Buy |
281,568
+16,812
| +6% | +$133K | 1.9% | 14 |
|
|
2014
Q2 | $2.11M | Buy |
264,756
+13,458
| +5% | +$107K | 1.71% | 14 |
|
|
2014
Q1 | $1.91M | Buy |
251,298
+41,478
| +20% | +$316K | 1.62% | 14 |
|
|
2013
Q4 | $1.57M | Buy |
+209,820
| New | +$1.57M | 1.46% | 14 |
|