IF
Ironwood Financial’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 | $836K | Hold |
38,821
| – | – | 0.18% | 79 |
|
|
2025
Q1 | $836K | Buy |
38,821
+811
| +2% | +$17.5K | 0.18% | 79 |
|
|
2024
Q4 | $863K | Buy |
38,010
+29,473
| +345% | +$669K | 0.18% | 80 |
|
|
2024
Q3 | $568K | Sell |
8,537
-782
| -8% | -$52K | 0.12% | 100 |
|
|
2024
Q2 | $586K | Sell |
9,319
-1,541
| -14% | -$96.9K | 0.13% | 100 |
|
|
2024
Q1 | $663K | Sell |
10,860
-62
| -0.6% | -$3.79K | 0.15% | 96 |
|
|
2023
Q4 | $608K | Buy |
10,922
+1,453
| +15% | +$80.9K | 0.15% | 98 |
|
|
2023
Q3 | $472K | Sell |
9,469
-413
| -4% | -$20.6K | 0.13% | 96 |
|
|
2023
Q2 | $511K | Buy |
9,882
+708
| +8% | +$36.6K | 0.13% | 94 |
|
|
2023
Q1 | $439K | Sell |
9,174
-28
| -0.3% | -$1.34K | 0.12% | 101 |
|
|
2022
Q4 | $412K | Buy |
9,202
+1,629
| +22% | +$73K | 0.13% | 98 |
|
|
2022
Q3 | $318K | Buy |
7,573
+850
| +13% | +$35.7K | 0.11% | 91 |
|
|
2022
Q2 | $297K | Buy |
6,723
+751
| +13% | +$33.2K | 0.1% | 102 |
|
|
2022
Q1 | $319K | Buy |
5,972
+3,165
| +113% | +$169K | 0.09% | 98 |
|
|
2021
Q4 | $317K | Buy |
2,807
+602
| +27% | +$68K | 0.09% | 100 |
|
|
2021
Q3 | $229K | Buy |
2,205
+20
| +0.9% | +$2.08K | 0.07% | 109 |
|
|
2021
Q2 | $228K | Buy |
2,185
+81
| +4% | +$8.45K | 0.07% | 107 |
|
|
2021
Q1 | $203K | Sell |
2,104
-108
| -5% | -$10.4K | 0.07% | 106 |
|
|
2020
Q4 | $201K | Buy |
2,212
+296
| +15% | +$26.9K | 0.08% | 102 |
|
|
2020
Q3 | $153K | Buy |
1,916
+166
| +9% | +$13.3K | 0.08% | 67 |
|
|
2020
Q2 | $129K | Sell |
1,750
-26
| -1% | -$1.92K | 0.07% | 69 |
|
|
2020
Q1 | $107K | Sell |
1,776
-37,255
| -95% | -$2.24M | 0.07% | 55 |
|
|
2019
Q4 | $3M | Sell |
39,031
-11,565
| -23% | -$889K | 1.38% | 15 |
|
|
2019
Q3 | $3.59M | Buy |
50,596
+3,311
| +7% | +$235K | 1.72% | 13 |
|
|
2019
Q2 | $3.34M | Buy |
47,285
+1,890
| +4% | +$133K | 1.64% | 16 |
|
|
2019
Q1 | $3.09M | Buy |
45,395
+1,456
| +3% | +$99.1K | 1.6% | 17 |
|
|
2018
Q4 | $2.63M | Buy |
43,939
+25,976
| +145% | +$1.56M | 1.48% | 16 |
|
|
2018
Q3 | $1.26M | Buy |
17,963
+2,497
| +16% | +$176K | 0.67% | 29 |
|
|
2018
Q2 | $1.02M | Buy |
15,466
+695
| +5% | +$45.9K | 0.59% | 27 |
|
|
2018
Q1 | $942K | Buy |
14,771
+1,387
| +10% | +$88.5K | 1.02% | 20 |
|
|
2017
Q4 | $864K | Sell |
13,384
-401
| -3% | -$25.9K | 0.52% | 30 |
|
|
2017
Q3 | $840K | Sell |
13,785
-531
| -4% | -$32.4K | 0.52% | 31 |
|
|
2017
Q2 | $837K | Buy |
14,316
+172
| +1% | +$10.1K | 0.54% | 27 |
|
|
2017
Q1 | $807K | Sell |
14,144
-736
| -5% | -$42K | 0.53% | 28 |
|
|
2016
Q4 | $806K | Sell |
14,880
-1,878
| -11% | -$102K | 0.57% | 27 |
|
|
2016
Q3 | $877K | Sell |
16,758
-2,330
| -12% | -$122K | 0.63% | 26 |
|
|
2016
Q2 | $960K | Sell |
19,088
-1,991
| -9% | -$100K | 0.72% | 26 |
|
|
2016
Q1 | $1.04M | Buy |
+21,079
| New | +$1.04M | 0.8% | 27 |
|
|
2015
Q3 | $5.21M | Buy |
112,270
+8,948
| +9% | +$415K | 2.56% | 13 |
|
|
2015
Q2 | $5.19M | Buy |
103,322
+215
| +0.2% | +$10.8K | 2.46% | 15 |
|
|
2015
Q1 | $5.21M | Buy |
103,107
+1,547
| +2% | +$78.1K | 2.5% | 13 |
|
|
2014
Q4 | $5.06M | Buy |
+101,560
| New | +$5.06M | 2.79% | 12 |
|