Ken Fisher’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 | $571K | Buy |
23,966
+13,707
| +134% | +$327K | ﹤0.01% | 774 |
|
|
2025
Q1 | $221K | Sell |
10,259
-1,533
| -13% | -$33K | ﹤0.01% | 955 |
|
|
2024
Q4 | $268K | Buy |
+11,792
| New | +$268K | ﹤0.01% | 892 |
|
|
2023
Q3 | – | Sell |
-21,570
| Closed | -$372K | – | 1242 |
|
|
2023
Q2 | $372K | Buy |
+21,570
| New | +$372K | ﹤0.01% | 911 |
|
|
2022
Q1 | – | Sell |
-11,940
| Closed | -$225K | – | 1000 |
|
|
2021
Q4 | $225K | Buy |
+11,940
| New | +$225K | ﹤0.01% | 903 |
|
|
2021
Q1 | – | Sell |
-16,806
| Closed | -$255K | – | 960 |
|
|
2020
Q4 | $255K | Buy |
+16,806
| New | +$255K | ﹤0.01% | 828 |
|
|
2020
Q3 | – | Sell |
-71,220
| Closed | -$872K | – | 880 |
|
|
2020
Q2 | $872K | Buy |
+71,220
| New | +$872K | ﹤0.01% | 583 |
|
|
2019
Q4 | – | Sell |
-24,132
| Closed | -$286K | – | 850 |
|
|
2019
Q3 | $286K | Buy |
+24,132
| New | +$286K | ﹤0.01% | 746 |
|