Independent Advisor Alliance’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 | $1.3M | Sell |
54,759
-7,558
| -12% | -$180K | 0.04% | 357 |
|
|
2025
Q1 | $1.34M | Sell |
62,317
-58,001
| -48% | -$1.25M | 0.04% | 324 |
|
|
2024
Q4 | $2.73M | Sell |
120,318
-144
| -0.1% | -$3.27K | 0.04% | 434 |
|
|
2024
Q3 | $2.67M | Sell |
120,462
-61,716
| -34% | -$1.37M | 0.1% | 176 |
|
|
2024
Q2 | $3.82M | Sell |
182,178
-21,153
| -10% | -$443K | 0.13% | 134 |
|
|
2024
Q1 | $4.14M | Buy |
203,331
+28,131
| +16% | +$572K | 0.15% | 121 |
|
|
2023
Q4 | $3.25M | Buy |
175,200
+5,133
| +3% | +$95.3K | 0.12% | 148 |
|
|
2023
Q3 | $2.83M | Sell |
170,067
-45,519
| -21% | -$756K | 0.13% | 156 |
|
|
2023
Q2 | $3.72M | Buy |
215,586
+61,704
| +40% | +$1.06M | 0.16% | 118 |
|
|
2023
Q1 | $2.45M | Buy |
153,882
+28,719
| +23% | +$458K | 0.12% | 158 |
|
|
2022
Q4 | $1.87M | Buy |
125,163
+86,358
| +223% | +$1.29M | 0.64% | 28 |
|
|
2022
Q3 | $543K | Buy |
+38,805
| New | +$543K | 0.03% | 354 |
|