Keener Financial Planning’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 | $500K | Hold |
21,006
| – | – | 0.25% | 27 |
|
|
2025
Q1 | $452K | Hold |
21,006
| – | – | 0.29% | 23 |
|
|
2024
Q4 | $476K | Hold |
21,006
| – | – | 0.28% | 24 |
|
|
2024
Q3 | $465K | Hold |
21,006
| – | – | 0.3% | 26 |
|
|
2024
Q2 | $440K | Hold |
21,006
| – | – | 0.29% | 26 |
|
|
2024
Q1 | $428K | Hold |
21,006
| – | – | 0.29% | 24 |
|
|
2023
Q4 | $390K | Buy |
+21,006
| New | +$390K | 0.3% | 23 |
|