ME
McIlrath & Eck’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Hold |
4,482
| – | – | 0.01% | 196 |
|
|
2025
Q1 | $96.5K | Buy |
4,482
+252
| +6% | +$5.43K | 0.01% | 207 |
|
|
2024
Q4 | $96K | Buy |
4,230
+2,820
| +200% | +$64K | 0.01% | 198 |
|
|
2024
Q3 | $93.8K | Hold |
1,410
| – | – | 0.01% | 197 |
|
|
2024
Q2 | $88.6K | Hold |
1,410
| – | – | 0.01% | 195 |
|
|
2024
Q1 | $86.1K | Hold |
1,410
| – | – | 0.01% | 198 |
|
|
2023
Q4 | $78.5K | Sell |
1,410
-62
| -4% | -$3.45K | 0.01% | 198 |
|
|
2023
Q3 | $73.4K | Hold |
1,472
| – | – | 0.01% | 205 |
|
|
2023
Q2 | $76.1K | Hold |
1,472
| – | – | 0.02% | 199 |
|
|
2023
Q1 | $70.4K | Sell |
1,472
-34
| -2% | -$1.63K | 0.02% | 199 |
|
|
2022
Q4 | $67.5K | Hold |
1,506
| – | – | 0.02% | 201 |
|
|
2022
Q3 | $63K | Hold |
1,506
| – | – | 0.02% | 207 |
|
|
2022
Q2 | $67K | Hold |
1,506
| – | – | 0.02% | 192 |
|
|
2022
Q1 | $80K | Buy |
1,506
+753
| +100% | +$40K | 0.02% | 182 |
|
|
2021
Q4 | $85K | Hold |
753
| – | – | 0.02% | 170 |
|
|
2021
Q3 | $78K | Hold |
753
| – | – | 0.02% | 172 |
|
|
2021
Q2 | $79K | Hold |
753
| – | – | 0.02% | 185 |
|
|
2021
Q1 | $73K | Hold |
753
| – | – | 0.03% | 154 |
|
|
2020
Q4 | $69K | Hold |
753
| – | – | 0.03% | 141 |
|
|
2020
Q3 | $60K | Sell |
753
-49
| -6% | -$3.9K | 0.03% | 135 |
|
|
2020
Q2 | $59K | Hold |
802
| – | – | 0.03% | 122 |
|
|
2020
Q1 | $48K | Hold |
802
| – | – | 0.03% | 125 |
|
|
2019
Q4 | $62K | Buy |
802
+97
| +14% | +$7.5K | 0.03% | 124 |
|
|
2019
Q3 | $50K | Buy |
+705
| New | +$50K | 0.03% | 118 |
|