Libra Wealth’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 | $18.1M | Buy |
761,428
+172,834
| +29% | +$4.12M | 5.93% | 4 |
|
|
2025
Q1 | $12.7M | Sell |
588,594
-6,692
| -1% | -$144K | 4.75% | 5 |
|
|
2024
Q4 | $13.5M | Sell |
595,286
-12,517
| -2% | -$284K | 5.25% | 5 |
|
|
2024
Q3 | $13.5M | Sell |
607,803
-3,174
| -0.5% | -$70.4K | 5.38% | 5 |
|
|
2024
Q2 | $12.8M | Sell |
610,977
-3,489
| -0.6% | -$73.1K | 5.54% | 5 |
|
|
2024
Q1 | $12.5M | Sell |
614,466
-17,490
| -3% | -$356K | 5.48% | 6 |
|
|
2023
Q4 | $11.7M | Sell |
631,956
-28,323
| -4% | -$526K | 5.83% | 6 |
|
|
2023
Q3 | $11M | Sell |
660,279
-13,515
| -2% | -$225K | 6.07% | 6 |
|
|
2023
Q2 | $11.6M | Buy |
673,794
+148,764
| +28% | +$2.56M | 6.34% | 7 |
|
|
2023
Q1 | $9.13M | Sell |
525,030
-15,330
| -3% | -$266K | 5.29% | 7 |
|
|
2022
Q4 | $8.07M | Sell |
540,360
-47,409
| -8% | -$708K | 0.22% | 11 |
|
|
2022
Q3 | $8.23M | Buy |
587,769
+4,431
| +0.8% | +$62K | 5.3% | 7 |
|
|
2022
Q2 | $8.59M | Sell |
583,338
-1,512,369
| -72% | -$22.3M | 6.15% | 6 |
|
|
2022
Q1 | $31.9M | Buy |
+2,095,707
| New | +$31.9M | 18.27% | 3 |
|