Ifrah 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
Q2
$252K Buy
10,579
+333
+3% +$7.94K 0.07% 173
2025
Q1
$221K Sell
10,246
-230
-2% -$4.95K 0.06% 181
2024
Q4
$238K Sell
10,476
-837
-7% -$19K 0.07% 186
2024
Q3
$251K Sell
11,313
-2,856
-20% -$63.3K 0.07% 181
2024
Q2
$297K Sell
14,169
-3,720
-21% -$78K 0.08% 161
2024
Q1
$364K Sell
17,889
-2,811
-14% -$57.2K 0.1% 148
2023
Q4
$384K Sell
20,700
-9,756
-32% -$181K 0.11% 143
2023
Q3
$506K Buy
30,456
+867
+3% +$14.4K 0.16% 108
2023
Q2
$510K Buy
29,589
+1,875
+7% +$32.3K 0.15% 109
2023
Q1
$442K Buy
27,714
+222
+0.8% +$3.54K 0.14% 117
2022
Q4
$411K Sell
27,492
-411
-1% -$6.14K 0.13% 125
2022
Q3
$391K Sell
27,903
-11,259
-29% -$158K 0.13% 122
2022
Q2
$577K Sell
39,162
-390
-1% -$5.75K 0.19% 95
2022
Q1
$704K Sell
39,552
-246
-0.6% -$4.38K 0.2% 92
2021
Q4
$750K Sell
39,798
-1,140
-3% -$21.5K 0.2% 97
2021
Q3
$709K Buy
40,938
+486
+1% +$8.42K 0.2% 89
2021
Q2
$703K Buy
40,452
+552
+1% +$9.59K 0.2% 93
2021
Q1
$643K Buy
39,900
+954
+2% +$15.4K 0.19% 100
2020
Q4
$591K Sell
38,946
-348
-0.9% -$5.28K 0.19% 87
2020
Q3
$522K Sell
39,294
-1,386
-3% -$18.4K 0.19% 85
2020
Q2
$498K Buy
40,680
+1,212
+3% +$14.8K 0.18% 91
2020
Q1
$398K Sell
39,468
-732
-2% -$7.38K 0.17% 98
2019
Q4
$515K Sell
40,200
-1,992
-5% -$25.5K 0.18% 99
2019
Q3
$499K Sell
42,192
-228
-0.5% -$2.7K 0.18% 99
2019
Q2
$499K Buy
42,420
+156
+0.4% +$1.84K 0.18% 97
2019
Q1
$479K Buy
42,264
+2,280
+6% +$25.8K 0.18% 101
2018
Q4
$399K Sell
39,984
-5,178
-11% -$51.7K 0.17% 107
2018
Q3
$530K Buy
45,162
+612
+1% +$7.18K 0.19% 105
2018
Q2
$490K Buy
44,550
+1,038
+2% +$11.4K 0.18% 112
2018
Q1
$463K Buy
43,512
+60
+0.1% +$638 0.17% 114
2017
Q4
$467K Buy
43,452
+762
+2% +$8.19K 0.17% 114
2017
Q3
$433K Buy
42,690
+1,032
+2% +$10.5K 0.16% 122
2017
Q2
$406K Buy
41,658
+906
+2% +$8.83K 0.16% 121
2017
Q1
$388K Buy
40,752
+1,800
+5% +$17.1K 0.16% 123
2016
Q4
$352K Sell
38,952
-43,260
-53% -$391K 0.14% 133
2016
Q3
$717K Sell
82,212
-762
-0.9% -$6.65K 0.29% 65
2016
Q2
$696K Buy
82,974
+3,360
+4% +$28.2K 0.28% 64
2016
Q1
$654K Sell
79,614
-27,348
-26% -$225K 0.26% 72
2015
Q4
$874K Buy
106,962
+67,956
+174% +$555K 0.35% 65
2015
Q3
$302K Buy
39,006
+1,224
+3% +$9.48K 0.12% 131
2015
Q2
$316K Sell
37,782
-462
-1% -$3.86K 0.12% 135
2015
Q1
$322K Sell
38,244
-1,200
-3% -$10.1K 0.12% 136
2014
Q4
$328K Sell
39,444
-840
-2% -$6.99K 0.13% 134
2014
Q3
$319K Sell
40,284
-1,548
-4% -$12.3K 0.12% 135
2014
Q2
$333K Sell
41,832
-3,570
-8% -$28.4K 0.13% 131
2014
Q1
$346K Sell
45,402
-1,116
-2% -$8.51K 0.14% 127
2013
Q4
$349K Buy
+46,518
New +$349K 0.14% 129