Hoertkorn Richard Charles’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 | $59.1K | Sell |
2,480
-220
| -8% | -$5.24K | 0.03% | 53 |
|
|
2025
Q1 | $58.1K | Hold |
2,700
| – | – | 0.03% | 55 |
|
|
2024
Q4 | $61.3K | Hold |
2,700
| – | – | 0.03% | 57 |
|
|
2024
Q3 | $59.9K | Hold |
2,700
| – | – | 0.03% | 58 |
|
|
2024
Q2 | $56.6K | Hold |
2,700
| – | – | 0.02% | 59 |
|
|
2024
Q1 | $54.9K | Hold |
2,700
| – | – | 0.02% | 57 |
|
|
2023
Q4 | $50.1K | Hold |
2,700
| – | – | 0.02% | 57 |
|
|
2023
Q3 | $44.9K | Hold |
2,700
| – | – | 0.02% | 58 |
|
|
2023
Q2 | $46.5K | Hold |
2,700
| – | – | 0.02% | 58 |
|
|
2023
Q1 | $43.1K | Hold |
2,700
| – | – | 0.02% | 59 |
|
|
2022
Q4 | $40.3K | Hold |
2,700
| – | – | 0.02% | 59 |
|
|
2022
Q3 | $38K | Hold |
2,700
| – | – | 0.02% | 57 |
|
|
2022
Q2 | $40K | Hold |
2,700
| – | – | 0.02% | 58 |
|
|
2022
Q1 | $48K | Hold |
2,700
| – | – | 0.02% | 57 |
|
|
2021
Q4 | $51K | Hold |
2,700
| – | – | 0.02% | 60 |
|
|
2021
Q3 | $47K | Hold |
2,700
| – | – | 0.02% | 59 |
|
|
2021
Q2 | $47K | Hold |
2,700
| – | – | 0.02% | 59 |
|
|
2021
Q1 | $44K | Sell |
2,700
-90
| -3% | -$1.47K | 0.02% | 60 |
|
|
2020
Q4 | $42K | Hold |
2,790
| – | – | 0.02% | 62 |
|
|
2020
Q3 | $37K | Hold |
2,790
| – | – | 0.02% | 64 |
|
|
2020
Q2 | $34K | Hold |
2,790
| – | – | 0.02% | 64 |
|
|
2020
Q1 | $28K | Sell |
2,790
-210
| -7% | -$2.11K | 0.02% | 62 |
|
|
2019
Q4 | $38K | Hold |
3,000
| – | – | 0.02% | 62 |
|
|
2019
Q3 | $36K | Buy |
+3,000
| New | +$36K | 0.02% | 63 |
|