Keebeck Wealth Management’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 | $1.19M | Sell |
49,962
-1,156
| -2% | -$27.5K | 0.16% | 130 |
|
|
2025
Q1 | $1.1M | Buy |
51,118
+6,206
| +14% | +$134K | 0.16% | 124 |
|
|
2024
Q4 | $1.02M | Sell |
44,912
-1
| -0% | -$23 | 0.15% | 128 |
|
|
2024
Q3 | $996K | Sell |
44,913
-17,073
| -28% | -$379K | 0.14% | 133 |
|
|
2024
Q2 | $1.3M | Sell |
61,986
-327
| -0.5% | -$6.88K | 0.19% | 119 |
|
|
2024
Q1 | $1.27M | Hold |
62,313
| – | – | 0.19% | 126 |
|
|
2023
Q4 | $1.16M | Buy |
62,313
+45
| +0.1% | +$835 | 0.19% | 122 |
|
|
2023
Q3 | $1.03M | Sell |
62,268
-285
| -0.5% | -$4.74K | 0.18% | 123 |
|
|
2023
Q2 | $1.08M | Buy |
62,553
+180
| +0.3% | +$3.1K | 0.15% | 125 |
|
|
2023
Q1 | $995K | Hold |
62,373
| – | – | 0.16% | 115 |
|
|
2022
Q4 | $932K | Hold |
62,373
| – | – | 0.16% | 118 |
|
|
2022
Q3 | $873K | Sell |
62,373
-297
| -0.5% | -$4.16K | 0.17% | 112 |
|
|
2022
Q2 | $923K | Sell |
62,670
-8,343
| -12% | -$123K | 0.18% | 119 |
|
|
2022
Q1 | $1.26M | Sell |
71,013
-477
| -0.7% | -$8.49K | 0.21% | 102 |
|
|
2021
Q4 | $1.35M | Buy |
71,490
+6
| +0% | +$113 | 0.24% | 89 |
|
|
2021
Q3 | $1.24M | Hold |
71,484
| – | – | 0.24% | 90 |
|
|
2021
Q2 | $1.24M | Hold |
71,484
| – | – | 0.18% | 102 |
|
|
2021
Q1 | $1.15M | Sell |
71,484
-18
| -0% | -$290 | 0.18% | 97 |
|
|
2020
Q4 | $1.08M | Buy |
71,502
+534
| +0.8% | +$8.1K | 0.19% | 86 |
|
|
2020
Q3 | $941K | Hold |
70,968
| – | – | 0.19% | 81 |
|
|
2020
Q2 | $869K | Buy |
+70,968
| New | +$869K | 0.27% | 75 |
|