Joule 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 | $4.52M | Buy |
189,787
+146,542
| +339% | +$3.49M | 1.47% | 13 |
|
|
2025
Q1 | $931K | Buy |
43,245
+1,220
| +3% | +$26.3K | 0.33% | 39 |
|
|
2024
Q4 | $954K | Sell |
42,025
-842
| -2% | -$19.1K | 0.34% | 40 |
|
|
2024
Q3 | $951K | Sell |
42,867
-4,653
| -10% | -$103K | 0.35% | 39 |
|
|
2024
Q2 | $999K | Sell |
47,520
-705
| -1% | -$14.8K | 0.41% | 30 |
|
|
2024
Q1 | $981K | Sell |
48,225
-19,680
| -29% | -$400K | 0.4% | 31 |
|
|
2023
Q4 | $1.26M | Sell |
67,905
-8,649
| -11% | -$161K | 0.59% | 25 |
|
|
2023
Q3 | $1.27M | Sell |
76,554
-21
| -0% | -$349 | 0.65% | 20 |
|
|
2023
Q2 | $1.32M | Sell |
76,575
-3,528
| -4% | -$60.8K | 0.68% | 20 |
|
|
2023
Q1 | $1.28M | Sell |
80,103
-3,798
| -5% | -$60.6K | 0.69% | 20 |
|
|
2022
Q4 | $1.25M | Buy |
83,901
+4,161
| +5% | +$62.2K | 0.83% | 22 |
|
|
2022
Q3 | $1.12M | Sell |
79,740
-2,982
| -4% | -$41.7K | 0.84% | 25 |
|
|
2022
Q2 | $1.22M | Buy |
+82,722
| New | +$1.22M | 0.95% | 22 |
|