IFA
Index Fund 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 | $312K | Sell |
13,077
-1,885
| -13% | -$44.9K | 0.02% | 114 |
|
|
2025
Q1 | $322K | Sell |
14,962
-985
| -6% | -$21.2K | 0.02% | 66 |
|
|
2024
Q4 | $362K | Buy |
15,947
+10,631
| +200% | +$241K | 0.02% | 75 |
|
|
2024
Q3 | $354K | Buy |
5,316
+342
| +7% | +$22.7K | 0.02% | 74 |
|
|
2024
Q2 | $313K | Buy |
4,974
+327
| +7% | +$20.6K | 0.02% | 72 |
|
|
2024
Q1 | $284K | Hold |
4,647
| – | – | 0.02% | 77 |
|
|
2023
Q4 | $259K | Buy |
+4,647
| New | +$259K | 0.02% | 76 |
|
|
2023
Q3 | – | Sell |
-11,110
| Closed | -$574K | – | 99 |
|
|
2023
Q2 | $574K | Sell |
11,110
-264
| -2% | -$13.6K | 0.04% | 50 |
|
|
2023
Q1 | $544K | Buy |
11,374
+1,762
| +18% | +$84.3K | 0.04% | 50 |
|
|
2022
Q4 | $431K | Buy |
9,612
+35
| +0.4% | +$1.57K | 0.03% | 52 |
|
|
2022
Q3 | $402K | Buy |
9,577
+33
| +0.3% | +$1.39K | 0.03% | 53 |
|
|
2022
Q2 | $422K | Sell |
9,544
-460
| -5% | -$20.3K | 0.03% | 53 |
|
|
2022
Q1 | $534K | Sell |
10,004
-5,136
| -34% | -$274K | 0.04% | 54 |
|
|
2021
Q4 | $1.71M | Buy |
+15,140
| New | +$1.71M | 0.12% | 20 |
|