LifeSteps Financial’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 | $335K | Buy |
14,051
+20
| +0.1% | +$477 | 0.23% | 68 |
|
|
2025
Q1 | $302K | Buy |
14,031
+15
| +0.1% | +$323 | 0.25% | 67 |
|
|
2024
Q4 | $318K | Buy |
14,016
+996
| +8% | +$22.6K | 0.24% | 61 |
|
|
2024
Q3 | $289K | Buy |
13,020
+66
| +0.5% | +$1.46K | 0.23% | 67 |
|
|
2024
Q2 | $271K | Buy |
12,954
+405
| +3% | +$8.49K | 0.22% | 65 |
|
|
2024
Q1 | $255K | Buy |
12,549
+609
| +5% | +$12.4K | 0.19% | 71 |
|
|
2023
Q4 | $222K | Sell |
11,940
-849
| -7% | -$15.8K | 0.2% | 73 |
|
|
2023
Q3 | $212K | Buy |
12,789
+225
| +2% | +$3.74K | 0.22% | 67 |
|
|
2023
Q2 | $217K | Buy |
+12,564
| New | +$217K | 0.21% | 66 |
|
|
2023
Q1 | – | Sell |
-14,031
| Closed | -$210K | – | 71 |
|
|
2022
Q4 | $210K | Sell |
14,031
-3,501
| -20% | -$52.3K | 0.22% | 67 |
|
|
2022
Q3 | $245K | Sell |
17,532
-75
| -0.4% | -$1.05K | 0.28% | 62 |
|
|
2022
Q2 | $259K | Buy |
17,607
+63
| +0.4% | +$927 | 0.27% | 61 |
|
|
2022
Q1 | $312K | Sell |
17,544
-294
| -2% | -$5.23K | 0.23% | 65 |
|
|
2021
Q4 | $336K | Buy |
17,838
+876
| +5% | +$16.5K | 0.24% | 59 |
|
|
2021
Q3 | $294K | Buy |
16,962
+78
| +0.5% | +$1.35K | 0.22% | 66 |
|
|
2021
Q2 | $293K | Buy |
16,884
+162
| +1% | +$2.81K | 0.23% | 69 |
|
|
2021
Q1 | $270K | Buy |
16,722
+1,356
| +9% | +$21.9K | 0.23% | 72 |
|
|
2020
Q4 | $233K | Buy |
+15,366
| New | +$233K | 0.21% | 78 |
|