Global Financial Private Client’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 | – | Sell |
-1,332
| Closed | -$28.7K | – | 1328 |
|
|
2025
Q1 | $28.7K | Hold |
1,332
| – | – | 0.01% | 396 |
|
|
2024
Q4 | $30.2K | Hold |
1,332
| – | – | 0.01% | 371 |
|
|
2024
Q3 | $29.5K | Hold |
1,332
| – | – | 0.01% | 376 |
|
|
2024
Q2 | $27.9K | Hold |
1,332
| – | – | 0.01% | 358 |
|
|
2024
Q1 | $27K | Hold |
1,332
| – | – | 0.01% | 363 |
|
|
2023
Q4 | $24.7K | Hold |
1,332
| – | – | 0.01% | 372 |
|
|
2023
Q3 | $22.1K | Hold |
1,332
| – | – | 0.01% | 365 |
|
|
2023
Q2 | $23K | Buy |
1,332
+1,326
| +22,100% | +$22.9K | 0.01% | 362 |
|
|
2023
Q1 | $96 | Hold |
6
| – | – | ﹤0.01% | 678 |
|
|
2022
Q4 | $90 | Hold |
6
| – | – | ﹤0.01% | 671 |
|
|
2022
Q3 | $86 | Hold |
6
| – | – | ﹤0.01% | 647 |
|
|
2022
Q2 | $89 | Hold |
6
| – | – | ﹤0.01% | 650 |
|
|
2022
Q1 | $107 | Hold |
6
| – | – | ﹤0.01% | 647 |
|
|
2021
Q4 | $113 | Hold |
6
| – | – | ﹤0.01% | 639 |
|
|
2021
Q3 | $105 | Hold |
6
| – | – | ﹤0.01% | 594 |
|
|
2021
Q2 | $105 | Hold |
6
| – | – | ﹤0.01% | 597 |
|
|
2021
Q1 | $98 | Hold |
6
| – | – | ﹤0.01% | 569 |
|
|
2020
Q4 | $91 | Hold |
6
| – | – | ﹤0.01% | 554 |
|
|
2020
Q3 | $80 | Buy |
+6
| New | +$80 | ﹤0.01% | 462 |
|