MBA 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 | $4.46M | Buy |
186,982
+6,920
| +4% | +$165K | 2.06% | 14 |
|
|
2025
Q1 | $3.88M | Buy |
180,062
+8,545
| +5% | +$184K | 1.92% | 15 |
|
|
2024
Q4 | $3.89M | Buy |
171,517
+3,739
| +2% | +$84.9K | 1.95% | 17 |
|
|
2024
Q3 | $3.72M | Buy |
167,778
+2,757
| +2% | +$61.1K | 1.79% | 18 |
|
|
2024
Q2 | $3.46M | Buy |
165,021
+6,759
| +4% | +$142K | 1.77% | 18 |
|
|
2024
Q1 | $3.22M | Buy |
158,262
+11,385
| +8% | +$232K | 1.67% | 19 |
|
|
2023
Q4 | $2.73M | Buy |
146,877
+19,143
| +15% | +$355K | 1.52% | 20 |
|
|
2023
Q3 | $2.12M | Buy |
127,734
+6,999
| +6% | +$116K | 1.3% | 21 |
|
|
2023
Q2 | $2.08M | Sell |
120,735
-4,737
| -4% | -$81.6K | 1.24% | 22 |
|
|
2023
Q1 | $2M | Buy |
125,472
+21,204
| +20% | +$338K | 1.25% | 25 |
|
|
2022
Q4 | $1.56M | Sell |
104,268
-1,647
| -2% | -$24.6K | 1.02% | 30 |
|
|
2022
Q3 | $1.48M | Sell |
105,915
-10,917
| -9% | -$153K | 1.07% | 29 |
|
|
2022
Q2 | $1.72M | Buy |
116,832
+4,530
| +4% | +$66.7K | 1.18% | 24 |
|
|
2022
Q1 | $2M | Buy |
112,302
+12,732
| +13% | +$227K | 1.24% | 25 |
|
|
2021
Q4 | $1.88M | Buy |
99,570
+8,346
| +9% | +$157K | 1.16% | 26 |
|
|
2021
Q3 | $1.58M | Buy |
91,224
+516
| +0.6% | +$8.93K | 1.17% | 26 |
|
|
2021
Q2 | $1.58K | Sell |
90,708
-15,336
| -14% | -$266 | 0.73% | 26 |
|
|
2021
Q1 | $1.71K | Buy |
+106,044
| New | +$1.71K | 0.94% | 19 |
|