Leading Edge Financial Planning’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 | $31.9M | Buy |
1,338,719
+54,855
| +4% | +$1.31M | 8.87% | 4 |
|
|
2025
Q1 | $27.6M | Buy |
1,283,864
+46,536
| +4% | +$1M | 8.64% | 4 |
|
|
2024
Q4 | $28.1M | Buy |
1,237,328
+48,023
| +4% | +$1.09M | 9.22% | 3 |
|
|
2024
Q3 | $26.4M | Buy |
1,189,305
+136,392
| +13% | +$3.02M | 8.83% | 4 |
|
|
2024
Q2 | $22.1M | Buy |
1,052,913
+90,789
| +9% | +$1.9M | 8.85% | 4 |
|
|
2024
Q1 | $19.6M | Buy |
962,124
+70,833
| +8% | +$1.44M | 8.67% | 4 |
|
|
2023
Q4 | $16.5M | Buy |
891,291
+414,345
| +87% | +$7.69M | 8.58% | 4 |
|
|
2023
Q3 | $7.93M | Buy |
476,946
+156,264
| +49% | +$2.6M | 5.08% | 7 |
|
|
2023
Q2 | $5.53M | Sell |
320,682
-4,632
| -1% | -$79.8K | 3.62% | 7 |
|
|
2023
Q1 | $5.19M | Sell |
325,314
-27,003
| -8% | -$431K | 3.75% | 7 |
|
|
2022
Q4 | $5.26M | Buy |
+352,317
| New | +$5.26M | 4.55% | 7 |
|