IHT Wealth Management’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 | $2.36M | Sell |
98,968
-25,544
| -21% | -$609K | 0.06% | 285 |
|
|
2025
Q1 | $2.68M | Sell |
124,512
-521
| -0.4% | -$11.2K | 0.08% | 230 |
|
|
2024
Q4 | $2.84M | Sell |
125,033
-83,770
| -40% | -$1.9M | 0.09% | 209 |
|
|
2024
Q3 | $4.6M | Buy |
208,803
+80,805
| +63% | +$1.78M | 0.13% | 159 |
|
|
2024
Q2 | $2.68M | Sell |
127,998
-15,327
| -11% | -$321K | 0.1% | 202 |
|
|
2024
Q1 | $2.92M | Sell |
143,325
-14,580
| -9% | -$297K | 0.12% | 178 |
|
|
2023
Q4 | $2.93M | Buy |
157,905
+2,853
| +2% | +$52.9K | 0.13% | 159 |
|
|
2023
Q3 | $2.58M | Sell |
155,052
-3
| -0% | -$50 | 0.13% | 159 |
|
|
2023
Q2 | $2.67M | Sell |
155,055
-25,785
| -14% | -$444K | 0.14% | 140 |
|
|
2023
Q1 | $2.88M | Buy |
180,840
+9,408
| +5% | +$150K | 0.16% | 125 |
|
|
2022
Q4 | $2.56M | Sell |
171,432
-9,825
| -5% | -$147K | 0.16% | 142 |
|
|
2022
Q3 | $2.54M | Buy |
181,257
+159,981
| +752% | +$2.24M | 0.19% | 112 |
|
|
2022
Q2 | $313K | Sell |
21,276
-3,219
| -13% | -$47.4K | 0.03% | 520 |
|
|
2022
Q1 | $436K | Sell |
24,495
-2,367
| -9% | -$42.1K | 0.03% | 447 |
|
|
2021
Q4 | $506K | Hold |
26,862
| – | – | 0.04% | 435 |
|
|
2021
Q3 | $465K | Sell |
26,862
-7,098
| -21% | -$123K | 0.04% | 443 |
|
|
2021
Q2 | $590K | Sell |
33,960
-654
| -2% | -$11.4K | 0.04% | 482 |
|
|
2021
Q1 | $558K | Sell |
34,614
-1,572
| -4% | -$25.3K | 0.04% | 420 |
|
|
2020
Q4 | $549K | Buy |
36,186
+1,812
| +5% | +$27.5K | 0.05% | 377 |
|
|
2020
Q3 | $456K | Buy |
34,374
+3,672
| +12% | +$48.7K | 0.05% | 369 |
|
|
2020
Q2 | $376K | Sell |
30,702
-11,880
| -28% | -$145K | 0.05% | 354 |
|
|
2020
Q1 | $429K | Sell |
42,582
-20,100
| -32% | -$203K | 0.06% | 314 |
|
|
2019
Q4 | $803K | Buy |
+62,682
| New | +$803K | 0.1% | 247 |
|