Key Financial Inc’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 | $15.1K | Hold |
633
| – | – | ﹤0.01% | 756 |
|
|
2025
Q1 | $13.6K | Hold |
633
| – | – | ﹤0.01% | 747 |
|
|
2024
Q4 | $14.4K | Hold |
633
| – | – | ﹤0.01% | 737 |
|
|
2024
Q3 | $14K | Hold |
633
| – | – | ﹤0.01% | 715 |
|
|
2024
Q2 | $13.3K | Hold |
633
| – | – | ﹤0.01% | 712 |
|
|
2024
Q1 | $12.9K | Hold |
633
| – | – | ﹤0.01% | 695 |
|
|
2023
Q4 | $11.7K | Hold |
633
| – | – | ﹤0.01% | 700 |
|
|
2023
Q3 | $10.5K | Hold |
633
| – | – | ﹤0.01% | 698 |
|
|
2023
Q2 | $10.9K | Hold |
633
| – | – | ﹤0.01% | 698 |
|
|
2023
Q1 | $10.1K | Sell |
633
-891
| -58% | -$14.2K | ﹤0.01% | 676 |
|
|
2022
Q4 | $21.3K | Hold |
1,524
| – | – | 0.01% | 485 |
|
|
2022
Q3 | $21K | Buy |
1,524
+333
| +28% | +$4.59K | 0.01% | 491 |
|
|
2022
Q2 | $18K | Buy |
+1,191
| New | +$18K | 0.01% | 527 |
|