Market Street Wealth Management Advisors’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 | $273K | Hold |
11,468
| – | – | 0.04% | 89 |
|
|
2025
Q1 | $247K | Hold |
11,468
| – | – | 0.04% | 90 |
|
|
2024
Q4 | $260K | Sell |
11,468
-1
| -0% | -$23 | 0.04% | 92 |
|
|
2024
Q3 | $254K | Sell |
11,469
-282
| -2% | -$6.25K | 0.04% | 92 |
|
|
2024
Q2 | $246K | Hold |
11,751
| – | – | 0.04% | 88 |
|
|
2024
Q1 | $239K | Sell |
11,751
-2,301
| -16% | -$46.8K | 0.04% | 92 |
|
|
2023
Q4 | $261K | Buy |
+14,052
| New | +$261K | 0.05% | 90 |
|