Lokken Investment Group’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 | $3.16M | Buy |
132,600
+5
| +0% | +$119 | 1.22% | 21 |
|
|
2025
Q1 | $2.85M | Sell |
132,595
-625
| -0.5% | -$13.5K | 1.2% | 20 |
|
|
2024
Q4 | $3.02M | Sell |
133,220
-982
| -0.7% | -$22.3K | 1.31% | 19 |
|
|
2024
Q3 | $2.98M | Buy |
134,202
+10,728
| +9% | +$238K | 1.24% | 18 |
|
|
2024
Q2 | $2.59M | Sell |
123,474
-1,152
| -0.9% | -$24.1K | 1.22% | 18 |
|
|
2024
Q1 | $2.54M | Buy |
124,626
+11,469
| +10% | +$233K | 1.26% | 19 |
|
|
2023
Q4 | $2.1M | Sell |
113,157
-12
| -0% | -$223 | 1.19% | 21 |
|
|
2023
Q3 | $1.88M | Buy |
113,169
+18,342
| +19% | +$305K | 1.23% | 22 |
|
|
2023
Q2 | $1.63M | Buy |
94,827
+23,082
| +32% | +$398K | 1.07% | 23 |
|
|
2023
Q1 | $1.14M | Buy |
71,745
+20,019
| +39% | +$319K | 0.87% | 29 |
|
|
2022
Q4 | $773K | Sell |
51,726
-72,891
| -58% | -$1.09M | 0.61% | 39 |
|
|
2022
Q3 | $1.74M | Buy |
124,617
+9
| +0% | +$126 | 1.5% | 20 |
|
|
2022
Q2 | $1.84M | Buy |
124,608
+66,909
| +116% | +$985K | 1.49% | 19 |
|
|
2022
Q1 | $933K | Buy |
57,699
+1,245
| +2% | +$20.1K | 0.74% | 30 |
|
|
2021
Q4 | $1.06M | Sell |
56,454
-402
| -0.7% | -$7.57K | 0.76% | 29 |
|
|
2021
Q3 | $984K | Buy |
56,856
+2,178
| +4% | +$37.7K | 0.78% | 30 |
|
|
2021
Q2 | $950K | Buy |
54,678
+11,178
| +26% | +$194K | 0.77% | 31 |
|
|
2021
Q1 | $701K | Buy |
43,500
+2,118
| +5% | +$34.1K | 0.62% | 38 |
|
|
2020
Q4 | $628K | Buy |
+41,382
| New | +$628K | 0.57% | 38 |
|