Integrated Advisors Network’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 | $1.53M | Sell |
64,017
-967
| -1% | -$23K | 0.07% | 284 |
|
|
2025
Q1 | $1.4M | Sell |
64,984
-515
| -0.8% | -$11.1K | 0.07% | 266 |
|
|
2024
Q4 | $1.49M | Buy |
65,499
+384
| +0.6% | +$8.72K | 0.07% | 244 |
|
|
2024
Q3 | $1.44M | Buy |
65,115
+390
| +0.6% | +$8.65K | 0.07% | 253 |
|
|
2024
Q2 | $1.36M | Buy |
64,725
+354
| +0.5% | +$7.42K | 0.07% | 250 |
|
|
2024
Q1 | $1.31M | Buy |
64,371
+366
| +0.6% | +$7.45K | 0.07% | 260 |
|
|
2023
Q4 | $1.19M | Sell |
64,005
-3,078
| -5% | -$57.1K | 0.07% | 264 |
|
|
2023
Q3 | $1.11M | Buy |
67,083
+147
| +0.2% | +$2.44K | 0.07% | 254 |
|
|
2023
Q2 | $1.15M | Buy |
66,936
+36
| +0.1% | +$620 | 0.07% | 259 |
|
|
2023
Q1 | $1.07M | Sell |
66,900
-51
| -0.1% | -$813 | 0.06% | 279 |
|
|
2022
Q4 | $1M | Buy |
66,951
+1,401
| +2% | +$20.9K | 0.06% | 291 |
|
|
2022
Q3 | $918K | Buy |
65,550
+30
| +0% | +$420 | 0.06% | 282 |
|
|
2022
Q2 | $965K | Sell |
65,520
-2,847
| -4% | -$41.9K | 0.06% | 287 |
|
|
2022
Q1 | $1.22M | Buy |
68,367
+27
| +0% | +$481 | 0.07% | 271 |
|
|
2021
Q4 | $1.29M | Buy |
68,340
+6,486
| +10% | +$122K | 0.08% | 233 |
|
|
2021
Q3 | $1.07M | Buy |
61,854
+47,526
| +332% | +$823K | 0.07% | 241 |
|
|
2021
Q2 | $249K | Buy |
14,328
+48
| +0.3% | +$834 | 0.02% | 520 |
|
|
2021
Q1 | $230K | Buy |
14,280
+1,032
| +8% | +$16.6K | 0.02% | 491 |
|
|
2020
Q4 | $201K | Buy |
+13,248
| New | +$201K | 0.02% | 475 |
|