Larson Financial Group’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 | $1.51M | Buy |
63,414
+4,741
| +8% | +$113K | 0.06% | 240 |
|
|
2025
Q1 | $1.26M | Buy |
58,673
+21,084
| +56% | +$454K | 0.06% | 239 |
|
|
2024
Q4 | $853K | Buy |
37,589
+4,940
| +15% | +$112K | 0.04% | 267 |
|
|
2024
Q3 | $724K | Sell |
32,649
-21,927
| -40% | -$486K | 0.04% | 267 |
|
|
2024
Q2 | $1.14M | Buy |
54,576
+40,248
| +281% | +$843K | 0.08% | 188 |
|
|
2024
Q1 | $292K | Buy |
14,328
+510
| +4% | +$10.4K | 0.02% | 319 |
|
|
2023
Q4 | $256K | Sell |
13,818
-2,427
| -15% | -$45K | 0.02% | 295 |
|
|
2023
Q3 | $270K | Buy |
16,245
+3,735
| +30% | +$62.1K | 0.03% | 268 |
|
|
2023
Q2 | $216K | Buy |
12,510
+303
| +2% | +$5.22K | 0.02% | 306 |
|
|
2023
Q1 | $195K | Buy |
12,207
+276
| +2% | +$4.4K | 0.02% | 316 |
|
|
2022
Q4 | $178K | Sell |
11,931
-12,297
| -51% | -$184K | 0.02% | 319 |
|
|
2022
Q3 | $339K | Buy |
24,228
+11,949
| +97% | +$167K | 0.05% | 209 |
|
|
2022
Q2 | $181K | Sell |
12,279
-1,446
| -11% | -$21.3K | 0.03% | 200 |
|
|
2022
Q1 | $244K | Buy |
13,725
+603
| +5% | +$10.7K | 0.04% | 181 |
|
|
2021
Q4 | $247K | Buy |
13,122
+114
| +0.9% | +$2.15K | 0.04% | 178 |
|
|
2021
Q3 | $225K | Buy |
13,008
+648
| +5% | +$11.2K | 0.04% | 135 |
|
|
2021
Q2 | $215K | Sell |
12,360
-738
| -6% | -$12.8K | 0.05% | 122 |
|
|
2021
Q1 | $211K | Buy |
13,098
+864
| +7% | +$13.9K | 0.06% | 106 |
|
|
2020
Q4 | $186K | Buy |
12,234
+24
| +0.2% | +$365 | 0.06% | 104 |
|
|
2020
Q3 | $162K | Buy |
12,210
+1,524
| +14% | +$20.2K | 0.07% | 99 |
|
|
2020
Q2 | $131K | Sell |
10,686
-870
| -8% | -$10.7K | 0.06% | 116 |
|
|
2020
Q1 | $116K | Sell |
11,556
-1,380
| -11% | -$13.9K | 0.07% | 104 |
|
|
2019
Q4 | $166K | Buy |
12,936
+276
| +2% | +$3.54K | 0.1% | 84 |
|
|
2019
Q3 | $150K | Buy |
12,660
+2,772
| +28% | +$32.8K | 0.1% | 88 |
|
|
2019
Q2 | $116K | Buy |
9,888
+636
| +7% | +$7.46K | 0.09% | 79 |
|
|
2019
Q1 | $105K | Buy |
9,252
+186
| +2% | +$2.11K | 0.08% | 80 |
|
|
2018
Q4 | $91K | Buy |
+9,066
| New | +$91K | 0.08% | 81 |
|