Level Four Advisory Services’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 | – | Sell |
-11,348
| Closed | -$244K | – | 808 |
|
|
2025
Q1 | $244K | Sell |
11,348
-41
| -0.4% | -$883 | 0.01% | 680 |
|
|
2024
Q4 | $259K | Sell |
11,389
-22,772
| -67% | -$517K | 0.01% | 662 |
|
|
2024
Q3 | $251K | Buy |
34,161
+22,446
| +192% | +$165K | 0.01% | 683 |
|
|
2024
Q2 | $246K | Sell |
11,715
-855
| -7% | -$17.9K | 0.01% | 669 |
|
|
2024
Q1 | $233K | Hold |
12,570
| – | – | 0.01% | 682 |
|
|
2023
Q4 | $233K | Buy |
+12,570
| New | +$233K | 0.01% | 679 |
|