Ironwood Investment Counsel’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 | $763K | Sell |
32,000
-76
| -0.2% | -$1.81K | 0.12% | 134 |
|
|
2025
Q1 | $691K | Buy |
32,076
+258
| +0.8% | +$5.56K | 0.12% | 137 |
|
|
2024
Q4 | $722K | Hold |
31,818
| – | – | 0.12% | 135 |
|
|
2024
Q3 | $706K | Hold |
31,818
| – | – | 0.12% | 143 |
|
|
2024
Q2 | $667K | Sell |
31,818
-954
| -3% | -$20K | 0.12% | 147 |
|
|
2024
Q1 | $667K | Hold |
32,772
| – | – | 0.12% | 147 |
|
|
2023
Q4 | $608K | Buy |
32,772
+1,500
| +5% | +$27.8K | 0.11% | 151 |
|
|
2023
Q3 | $520K | Buy |
31,272
+954
| +3% | +$15.9K | 0.11% | 158 |
|
|
2023
Q2 | $522K | Hold |
30,318
| – | – | 0.12% | 128 |
|
|
2023
Q1 | $484K | Hold |
30,318
| – | – | 0.12% | 130 |
|
|
2022
Q4 | $453K | Hold |
30,318
| – | – | 0.11% | 135 |
|
|
2022
Q3 | $424K | Hold |
30,318
| – | – | 0.12% | 123 |
|
|
2022
Q2 | $446K | Buy |
30,318
+12,150
| +67% | +$179K | 0.13% | 124 |
|
|
2022
Q1 | $323K | Buy |
+18,168
| New | +$323K | 0.08% | 156 |
|