IA
IFS 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 | $41 | Hold |
1
| – | – | ﹤0.01% | 169 |
|
|
2025
Q1 | $36 | Hold |
1
| – | – | ﹤0.01% | 197 |
|
|
2024
Q4 | $38 | Buy |
+1
| New | +$38 | ﹤0.01% | 187 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 156 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 153 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 151 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 146 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$90 | – | 146 |
|
|
2023
Q2 | $90 | Hold |
1
| – | – | ﹤0.01% | 146 |
|
|
2023
Q1 | $80 | Hold |
1
| – | – | ﹤0.01% | 122 |
|
|
2022
Q4 | $75 | Hold |
1
| – | – | ﹤0.01% | 131 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 126 |
|