Hardy Reed’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 | $431K | Hold |
18,087
| – | – | 0.03% | 148 |
|
|
2025
Q1 | $389K | Hold |
18,087
| – | – | 0.03% | 153 |
|
|
2024
Q4 | $411K | Sell |
18,087
-99
| -0.5% | -$2.25K | 0.04% | 149 |
|
|
2024
Q3 | $403K | Hold |
18,186
| – | – | 0.04% | 157 |
|
|
2024
Q2 | $381K | Sell |
18,186
-4,971
| -21% | -$104K | 0.04% | 158 |
|
|
2024
Q1 | $471K | Buy |
23,157
+4,971
| +27% | +$101K | 0.06% | 70 |
|
|
2023
Q4 | $337K | Sell |
18,186
-58,362
| -76% | -$1.08M | 0.05% | 85 |
|
|
2023
Q3 | $1.27M | Buy |
+76,548
| New | +$1.27M | 0.23% | 32 |
|