MGO One Seven’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 | $1.41M | Sell |
59,211
-6,253
| -10% | -$149K | 0.05% | 415 |
|
|
2025
Q1 | $1.41M | Buy |
65,464
+5,307
| +9% | +$114K | 0.05% | 352 |
|
|
2024
Q4 | $1.37M | Sell |
60,157
-24,809
| -29% | -$563K | 0.05% | 360 |
|
|
2024
Q3 | $1.88M | Buy |
84,966
+2,004
| +2% | +$44.4K | 0.08% | 256 |
|
|
2024
Q2 | $1.74M | Sell |
82,962
-8,454
| -9% | -$177K | 0.08% | 249 |
|
|
2024
Q1 | $1.86M | Buy |
91,416
+65,475
| +252% | +$1.33M | 0.1% | 227 |
|
|
2023
Q4 | $481K | Buy |
+25,941
| New | +$481K | 0.03% | 544 |
|
|
2022
Q2 | – | Sell |
-22,254
| Closed | -$396K | – | 702 |
|
|
2022
Q1 | $396K | Buy |
22,254
+9,342
| +72% | +$166K | 0.04% | 429 |
|
|
2021
Q4 | $243K | Sell |
12,912
-2,046
| -14% | -$38.5K | 0.03% | 560 |
|
|
2021
Q3 | $276K | Sell |
14,958
-144
| -1% | -$2.66K | 0.04% | 472 |
|
|
2021
Q2 | $262K | Buy |
15,102
+1,440
| +11% | +$25K | 0.04% | 486 |
|
|
2021
Q1 | $220K | Buy |
+13,662
| New | +$220K | 0.04% | 488 |
|