Garde Capital’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 | $432K | Buy |
18,126
+258
| +1% | +$6.15K | 0.02% | 146 |
|
|
2025
Q1 | $385K | Sell |
17,868
-2,106
| -11% | -$45.3K | 0.02% | 153 |
|
|
2024
Q4 | $453K | Buy |
19,974
+429
| +2% | +$9.73K | 0.03% | 149 |
|
|
2024
Q3 | $433K | Sell |
19,545
-837
| -4% | -$18.5K | 0.03% | 147 |
|
|
2024
Q2 | $427K | Sell |
20,382
-180
| -0.9% | -$3.77K | 0.03% | 145 |
|
|
2024
Q1 | $418K | Sell |
20,562
-264
| -1% | -$5.37K | 0.03% | 145 |
|
|
2023
Q4 | $386K | Sell |
20,826
-2,484
| -11% | -$46K | 0.03% | 145 |
|
|
2023
Q3 | $387K | Buy |
23,310
+141
| +0.6% | +$2.34K | 0.03% | 139 |
|
|
2023
Q2 | $399K | Hold |
23,169
| – | – | 0.03% | 162 |
|
|
2023
Q1 | $370K | Buy |
23,169
+621
| +3% | +$9.92K | 0.04% | 134 |
|
|
2022
Q4 | $337K | Sell |
22,548
-561
| -2% | -$8.39K | 0.04% | 134 |
|
|
2022
Q3 | $323K | Sell |
23,109
-2,022
| -8% | -$28.3K | 0.04% | 130 |
|
|
2022
Q2 | $370K | Sell |
25,131
-642
| -2% | -$9.45K | 0.05% | 135 |
|
|
2022
Q1 | $459K | Sell |
25,773
-195
| -0.8% | -$3.47K | 0.05% | 129 |
|
|
2021
Q4 | $489K | Buy |
25,968
+2,310
| +10% | +$43.5K | 0.05% | 130 |
|
|
2021
Q3 | $410K | Sell |
23,658
-10,038
| -30% | -$174K | 0.04% | 136 |
|
|
2021
Q2 | $586K | Sell |
33,696
-3,138
| -9% | -$54.6K | 0.06% | 117 |
|
|
2021
Q1 | $594K | Buy |
36,834
+6
| +0% | +$97 | 0.07% | 115 |
|
|
2020
Q4 | $558K | Sell |
36,828
-5,052
| -12% | -$76.5K | 0.07% | 111 |
|
|
2020
Q3 | $556K | Sell |
41,880
-2,790
| -6% | -$37K | 0.08% | 94 |
|
|
2020
Q2 | $547K | Sell |
44,670
-534
| -1% | -$6.54K | 0.08% | 84 |
|
|
2020
Q1 | $455K | Buy |
45,204
+12,720
| +39% | +$128K | 0.08% | 83 |
|
|
2019
Q4 | $416K | Sell |
32,484
-2,448
| -7% | -$31.4K | 0.06% | 103 |
|
|
2019
Q3 | $413K | Sell |
34,932
-1,230
| -3% | -$14.5K | 0.06% | 100 |
|
|
2019
Q2 | $425K | Buy |
36,162
+2,100
| +6% | +$24.7K | 0.07% | 96 |
|
|
2019
Q1 | $386K | Buy |
34,062
+966
| +3% | +$10.9K | 0.07% | 101 |
|
|
2018
Q4 | $331K | Buy |
33,096
+696
| +2% | +$6.96K | 0.06% | 137 |
|
|
2018
Q3 | $355K | Buy |
32,400
+294
| +0.9% | +$3.22K | 0.06% | 137 |
|
|
2018
Q2 | $353K | Buy |
32,106
+1,062
| +3% | +$11.7K | 0.06% | 132 |
|
|
2018
Q1 | $330K | Buy |
31,044
+2,778
| +10% | +$29.5K | 0.06% | 131 |
|
|
2017
Q4 | $304K | Buy |
28,266
+1,494
| +6% | +$16.1K | 0.06% | 134 |
|
|
2017
Q3 | $272K | Buy |
26,772
+1,062
| +4% | +$10.8K | 0.05% | 140 |
|
|
2017
Q2 | $251K | Buy |
25,710
+174
| +0.7% | +$1.7K | 0.06% | 113 |
|
|
2017
Q1 | $243K | Buy |
25,536
+606
| +2% | +$5.77K | 0.06% | 100 |
|
|
2016
Q4 | $225K | Buy |
+24,930
| New | +$225K | 0.06% | 109 |
|