HUB Investment Partners’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 | $1.9M | Buy |
79,752
+1,863
| +2% | +$44.4K | 0.06% | 183 |
|
|
2025
Q1 | $1.68M | Buy |
77,889
+3,469
| +5% | +$74.7K | 0.07% | 176 |
|
|
2024
Q4 | $1.69M | Buy |
74,420
+24,857
| +50% | +$564K | 0.07% | 166 |
|
|
2024
Q3 | $1.1M | Buy |
49,563
+306
| +0.6% | +$6.79K | 0.05% | 197 |
|
|
2024
Q2 | $1.03M | Hold |
49,257
| – | – | 0.04% | 182 |
|
|
2024
Q1 | $1M | Buy |
+49,257
| New | +$1M | 0.05% | 177 |
|
|
2022
Q4 | – | Sell |
-16,944
| Closed | -$237K | – | 156 |
|
|
2022
Q3 | $237K | Sell |
16,944
-1,038
| -6% | -$14.5K | 0.07% | 156 |
|
|
2022
Q2 | $265K | Buy |
17,982
+12
| +0.1% | +$177 | 0.08% | 138 |
|
|
2022
Q1 | $320K | Hold |
17,970
| – | – | 0.08% | 133 |
|
|
2021
Q4 | $338K | Buy |
17,970
+612
| +4% | +$11.5K | 0.08% | 139 |
|
|
2021
Q3 | $300K | Sell |
17,358
-2,760
| -14% | -$47.7K | 0.07% | 147 |
|
|
2021
Q2 | $350K | Buy |
20,118
+2,550
| +15% | +$44.4K | 0.09% | 141 |
|
|
2021
Q1 | $283K | Buy |
17,568
+312
| +2% | +$5.03K | 0.08% | 171 |
|
|
2020
Q4 | $229K | Buy |
+17,256
| New | +$229K | 0.1% | 130 |
|