IRON Financial’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 | $560K | Buy |
23,509
+15
| +0.1% | +$357 | 0.29% | 58 |
|
|
2025
Q1 | $506K | Buy |
23,494
+17
| +0.1% | +$366 | 0.28% | 58 |
|
|
2024
Q4 | $533K | Sell |
23,477
-292
| -1% | -$6.63K | 0.3% | 54 |
|
|
2024
Q3 | $527K | Sell |
23,769
-216
| -0.9% | -$4.79K | 0.29% | 56 |
|
|
2024
Q2 | $503K | Sell |
23,985
-888
| -4% | -$18.6K | 0.28% | 61 |
|
|
2024
Q1 | $506K | Buy |
24,873
+18
| +0.1% | +$366 | 0.28% | 60 |
|
|
2023
Q4 | $461K | Sell |
24,855
-567
| -2% | -$10.5K | 0.26% | 59 |
|
|
2023
Q3 | $422K | Sell |
25,422
-57
| -0.2% | -$947 | 0.25% | 62 |
|
|
2023
Q2 | $439K | Sell |
25,479
-1,461
| -5% | -$25.2K | 0.24% | 57 |
|
|
2023
Q1 | $430K | Buy |
26,940
+1,131
| +4% | +$18K | 0.24% | 60 |
|
|
2022
Q4 | $385K | Buy |
25,809
+246
| +1% | +$3.67K | 0.22% | 64 |
|
|
2022
Q3 | $358K | Sell |
25,563
-2,634
| -9% | -$36.9K | 0.2% | 67 |
|
|
2022
Q2 | $415K | Sell |
28,197
-246
| -0.9% | -$3.62K | 0.22% | 63 |
|
|
2022
Q1 | $506K | Sell |
28,443
-579
| -2% | -$10.3K | 0.23% | 60 |
|
|
2021
Q4 | $547K | Sell |
29,022
-168
| -0.6% | -$3.17K | 0.24% | 51 |
|
|
2021
Q3 | $505K | Buy |
29,190
+1,002
| +4% | +$17.3K | 0.24% | 51 |
|
|
2021
Q2 | $490K | Sell |
28,188
-900
| -3% | -$15.6K | 0.23% | 56 |
|
|
2021
Q1 | $469K | Buy |
29,088
+198
| +0.7% | +$3.19K | 0.25% | 42 |
|
|
2020
Q4 | $438K | Sell |
28,890
-234
| -0.8% | -$3.55K | 0.22% | 46 |
|
|
2020
Q3 | $387K | Buy |
29,124
+420
| +1% | +$5.58K | 0.21% | 53 |
|
|
2020
Q2 | $352K | Buy |
28,704
+162
| +0.6% | +$1.99K | 0.18% | 71 |
|
|
2020
Q1 | $287K | Sell |
28,542
-3,636
| -11% | -$36.6K | 0.18% | 75 |
|
|
2019
Q4 | $412K | Sell |
32,178
-204
| -0.6% | -$2.61K | 0.2% | 75 |
|
|
2019
Q3 | $383K | Sell |
32,382
-34,434
| -52% | -$407K | 0.29% | 68 |
|
|
2019
Q2 | $758K | Buy |
66,816
+19,542
| +41% | +$222K | 0.71% | 19 |
|
|
2019
Q1 | $536K | Buy |
+47,274
| New | +$536K | 0.34% | 30 |
|