HA
HC Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
10,188
| – | – | 0.17% | 52 |
|
|
2025
Q1 | $219K | Hold |
10,188
| – | – | 0.16% | 54 |
|
|
2024
Q4 | $231K | Buy |
10,188
+6,792
| +200% | +$154K | 0.19% | 47 |
|
|
2024
Q3 | $226K | Hold |
3,396
| – | – | 0.19% | 47 |
|
|
2024
Q2 | $214K | Hold |
3,396
| – | – | 0.2% | 45 |
|
|
2024
Q1 | $207K | Buy |
+3,396
| New | +$207K | 0.1% | 88 |
|