Keeler & Nadler Financial Planning & 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 | $1.77M | Buy |
74,079
+619
| +0.8% | +$14.8K | 0.71% | 29 |
|
|
2025
Q1 | $1.57M | Sell |
73,460
-8,332
| -10% | -$179K | 0.71% | 28 |
|
|
2024
Q4 | $1.86M | Sell |
81,792
-15,318
| -16% | -$348K | 0.87% | 27 |
|
|
2024
Q3 | $2.15M | Sell |
97,110
-4,452
| -4% | -$98.7K | 1.05% | 23 |
|
|
2024
Q2 | $2.13M | Sell |
101,562
-15,285
| -13% | -$320K | 1.17% | 22 |
|
|
2024
Q1 | $2.38M | Sell |
116,847
-15,270
| -12% | -$311K | 1.43% | 21 |
|
|
2023
Q4 | $2.45M | Buy |
+132,117
| New | +$2.45M | 1.77% | 19 |
|
|
2022
Q4 | $1.8M | Buy |
+120,390
| New | +$1.8M | 1.63% | 18 |
|
|
2021
Q4 | $1.69M | Buy |
+89,700
| New | +$1.69M | 1.56% | 16 |
|