Laurel Wealth Advisors (North Carolina)’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 | $3.36M | Buy |
80,093
+76,807
| +2,337% | +$3.22M | 0.05% | 158 |
|
|
2025
Q1 | $70.7K | Buy |
3,286
+115
| +4% | +$2.48K | 0.01% | 270 |
|
|
2024
Q4 | $72K | Buy |
3,171
+549
| +21% | +$12.5K | 0.01% | 268 |
|
|
2024
Q3 | $58.1K | Buy |
2,622
+72
| +3% | +$1.6K | 0.01% | 292 |
|
|
2024
Q2 | $53.4K | Buy |
2,550
+114
| +5% | +$2.39K | 0.01% | 283 |
|
|
2024
Q1 | $49.6K | Hold |
2,436
| – | – | 0.01% | 296 |
|
|
2023
Q4 | $45.2K | Buy |
2,436
+15
| +0.6% | +$278 | 0.01% | 283 |
|
|
2023
Q3 | $40.2K | Sell |
2,421
-3,744
| -61% | -$62.2K | 0.01% | 293 |
|
|
2023
Q2 | $106K | Buy |
6,165
+3,852
| +167% | +$66.4K | 0.02% | 220 |
|
|
2023
Q1 | $36.9K | Hold |
2,313
| – | – | 0.01% | 312 |
|
|
2022
Q4 | $34.5K | Buy |
2,313
+165
| +8% | +$2.47K | 0.01% | 291 |
|
|
2022
Q3 | $30K | Hold |
2,148
| – | – | 0.01% | 297 |
|
|
2022
Q2 | $32K | Buy |
2,148
+270
| +14% | +$4.02K | 0.01% | 293 |
|
|
2022
Q1 | $33K | Buy |
1,878
+30
| +2% | +$527 | 0.01% | 304 |
|
|
2021
Q4 | $35K | Sell |
1,848
-120
| -6% | -$2.27K | 0.01% | 295 |
|
|
2021
Q3 | $34K | Hold |
1,968
| – | – | 0.01% | 292 |
|
|
2021
Q2 | $34K | Hold |
1,968
| – | – | 0.01% | 310 |
|
|
2021
Q1 | $32K | Hold |
1,968
| – | – | 0.01% | 302 |
|
|
2020
Q4 | $30K | Hold |
1,968
| – | – | 0.01% | 304 |
|
|
2020
Q3 | $26K | Buy |
1,968
+24
| +1% | +$317 | 0.01% | 291 |
|
|
2020
Q2 | $24K | Buy |
1,944
+114
| +6% | +$1.41K | 0.01% | 298 |
|
|
2020
Q1 | $18K | Sell |
1,830
-3,492
| -66% | -$34.3K | 0.01% | 301 |
|
|
2019
Q4 | $68K | Buy |
5,322
+30
| +0.6% | +$383 | 0.02% | 218 |
|
|
2019
Q3 | $63K | Buy |
5,292
+60
| +1% | +$714 | 0.02% | 222 |
|
|
2019
Q2 | $62K | Buy |
5,232
+108
| +2% | +$1.28K | 0.02% | 217 |
|
|
2019
Q1 | $58K | Buy |
5,124
+498
| +11% | +$5.64K | 0.02% | 220 |
|
|
2018
Q4 | $46K | Buy |
+4,626
| New | +$46K | 0.02% | 221 |
|