Hantz Financial Services’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
Q1
Sell
-3,134
Closed -$71K 1936
2024
Q4
$71K Buy
3,134
+11
+0.4% +$249 ﹤0.01% 638
2024
Q3
$69K Buy
3,123
+18
+0.6% +$398 ﹤0.01% 636
2024
Q2
$65K Hold
3,105
﹤0.01% 640
2024
Q1
$63K Buy
3,105
+9
+0.3% +$183 ﹤0.01% 643
2023
Q4
$57K Buy
3,096
+15
+0.5% +$276 ﹤0.01% 637
2023
Q3
$51K Buy
3,081
+12
+0.4% +$199 ﹤0.01% 632
2023
Q2
$53K Buy
3,069
+9
+0.3% +$155 ﹤0.01% 621
2023
Q1
$49K Buy
3,060
+12
+0.4% +$192 ﹤0.01% 626
2022
Q4
$46K Buy
3,048
+15
+0.5% +$226 ﹤0.01% 618
2022
Q3
$42K Buy
3,033
+12
+0.4% +$166 ﹤0.01% 607
2022
Q2
$44K Buy
3,021
+12
+0.4% +$175 ﹤0.01% 600
2022
Q1
$54K Buy
+3,009
New +$54K ﹤0.01% 606
2021
Q3
Sell
-42
Closed -$1K 849
2021
Q2
$1K Hold
42
﹤0.01% 792
2021
Q1
$1K Hold
42
﹤0.01% 684
2020
Q4
$1K Hold
42
﹤0.01% 609
2020
Q3
$1K Hold
42
﹤0.01% 551
2020
Q2
$1K Hold
42
﹤0.01% 550
2020
Q1
$0 Buy
+42
New ﹤0.01% 520