Godsey & Gibb Inc’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
$69K Buy
2,895
+792
+38% +$18.9K 0.01% 148
2025
Q1
$45.3K Hold
2,103
﹤0.01% 171
2024
Q4
$47.7K Hold
2,103
﹤0.01% 172
2024
Q3
$46.6K Hold
2,103
﹤0.01% 185
2024
Q2
$44.1K Hold
2,103
﹤0.01% 196
2024
Q1
$42.8K Sell
2,103
-189
-8% -$3.85K ﹤0.01% 173
2023
Q4
$42.6K Hold
2,292
﹤0.01% 172
2023
Q3
$38.1K Sell
2,292
-36
-2% -$599 ﹤0.01% 178
2023
Q2
$40.1K Hold
2,328
﹤0.01% 185
2023
Q1
$37.2K Sell
2,328
-189
-8% -$3.02K ﹤0.01% 179
2022
Q4
$37.6K Buy
+2,517
New +$37.6K 0.01% 130