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 |
|