IAP
Indie Asset Partners’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 | $948K | Sell |
39,773
-1,950
| -5% | -$46.5K | 1.72% | 16 |
|
|
2025
Q1 | $898K | Sell |
41,723
-1,915
| -4% | -$41.2K | 0.78% | 20 |
|
|
2024
Q4 | $991K | Buy |
43,638
+29,092
| +200% | +$660K | 0.78% | 20 |
|
|
2024
Q3 | $968K | Buy |
14,546
+50
| +0.3% | +$3.33K | 0.72% | 20 |
|
|
2024
Q2 | $911K | Hold |
14,496
| – | – | 0.73% | 22 |
|
|
2024
Q1 | $885K | Sell |
14,496
-75
| -0.5% | -$4.58K | 0.79% | 18 |
|
|
2023
Q4 | $811K | Hold |
14,571
| – | – | 0.73% | 19 |
|
|
2023
Q3 | $726K | Sell |
14,571
-1,125
| -7% | -$56.1K | 0.73% | 18 |
|
|
2023
Q2 | $811K | Sell |
15,696
-234
| -1% | -$12.1K | 0.88% | 16 |
|
|
2023
Q1 | $762K | Sell |
15,930
-200
| -1% | -$9.57K | 0.89% | 18 |
|
|
2022
Q4 | $723K | Hold |
16,130
| – | – | 0.79% | 21 |
|
|
2022
Q3 | $677K | Sell |
16,130
-399
| -2% | -$16.7K | 0.69% | 25 |
|
|
2022
Q2 | $730K | Hold |
16,529
| – | – | 0.64% | 27 |
|
|
2022
Q1 | $882K | Buy |
16,529
+7,929
| +92% | +$423K | 0.66% | 21 |
|
|
2021
Q4 | $972K | Buy |
8,600
+117
| +1% | +$13.2K | 0.71% | 21 |
|
|
2021
Q3 | $881K | Buy |
8,483
+40
| +0.5% | +$4.15K | 0.71% | 26 |
|
|
2021
Q2 | $880K | Sell |
8,443
-280
| -3% | -$29.2K | 0.71% | 21 |
|
|
2021
Q1 | $844K | Sell |
8,723
-3,400
| -28% | -$329K | 0.96% | 21 |
|
|
2020
Q4 | $1.1M | Sell |
12,123
-1,000
| -8% | -$91K | 1.28% | 15 |
|
|
2020
Q3 | $1.05M | Buy |
13,123
+56
| +0.4% | +$4.46K | 1.31% | 15 |
|
|
2020
Q2 | $1.05M | Sell |
13,067
-1,773
| -12% | -$142K | 1.31% | 15 |
|
|
2020
Q1 | $897K | Buy |
14,840
+1,510
| +11% | +$91.3K | 1.12% | 19 |
|
|
2019
Q4 | $1.03M | Buy |
+13,330
| New | +$1.03M | 1.09% | 20 |
|