Hanover Advisors’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 |
-23,061
| Closed | -$497K | – | 100 |
|
|
2025
Q1 | $497K | Hold |
23,061
| – | – | 0.22% | 50 |
|
|
2024
Q4 | $523K | Hold |
23,061
| – | – | 0.22% | 46 |
|
|
2024
Q3 | $511K | Sell |
23,061
-3,189
| -12% | -$70.7K | 0.21% | 49 |
|
|
2024
Q2 | $550K | Sell |
26,250
-390
| -1% | -$8.17K | 0.24% | 44 |
|
|
2024
Q1 | $542K | Sell |
26,640
-3,960
| -13% | -$80.6K | 0.23% | 53 |
|
|
2023
Q4 | $568K | Buy |
+30,600
| New | +$568K | 0.28% | 38 |
|