Kingswood Wealth Advisors’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 | $1.8M | Buy |
75,530
+277
| +0.4% | +$6.6K | 0.14% | 162 |
|
|
2025
Q1 | $1.62M | Sell |
75,253
-25,782
| -26% | -$555K | 0.15% | 162 |
|
|
2024
Q4 | $2.29M | Buy |
101,035
+27,796
| +38% | +$631K | 0.17% | 130 |
|
|
2024
Q3 | $1.62M | Buy |
73,239
+15,114
| +26% | +$335K | 0.12% | 205 |
|
|
2024
Q2 | $1.22M | Sell |
58,125
-1,782
| -3% | -$37.3K | 0.11% | 197 |
|
|
2024
Q1 | $1.22M | Buy |
59,907
+6,423
| +12% | +$131K | 0.14% | 170 |
|
|
2023
Q4 | $992K | Buy |
53,484
+11,622
| +28% | +$216K | 0.11% | 198 |
|
|
2023
Q3 | $696K | Buy |
+41,862
| New | +$696K | 0.12% | 197 |
|