McClarren Financial 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
Q1 | – | Sell |
-1,669
| Closed | -$37K | – | 351 |
|
|
2024
Q4 | $37K | Buy |
+1,669
| New | +$37K | 0.1% | 96 |
|
|
2024
Q3 | – | Sell |
-375
| Closed | -$34K | – | 335 |
|
|
2024
Q2 | $34K | Sell |
375
-1,281
| -77% | -$116K | 0.02% | 170 |
|
|
2024
Q1 | $34K | Buy |
1,656
+6
| +0.4% | +$123 | 0.02% | 171 |
|
|
2023
Q4 | $31K | Buy |
1,650
+9
| +0.5% | +$169 | 0.02% | 194 |
|
|
2023
Q3 | $27K | Buy |
1,641
+6
| +0.4% | +$99 | 0.02% | 190 |
|
|
2023
Q2 | $28K | Sell |
1,635
-147
| -8% | -$2.52K | 0.02% | 195 |
|
|
2023
Q1 | $27K | Buy |
1,782
+6
| +0.3% | +$91 | 0.02% | 186 |
|
|
2022
Q4 | $26K | Buy |
1,776
+9
| +0.5% | +$132 | 0.02% | 194 |
|
|
2022
Q3 | $24K | Buy |
+1,767
| New | +$24K | 0.02% | 186 |
|