Mission Creek Capital Partners’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 | $789K | Sell |
33,106
-50
| -0.2% | -$1.19K | 0.18% | 110 |
|
2025
Q1 | $714K | Sell |
33,156
-3,045
| -8% | -$65.6K | 0.17% | 120 |
|
2024
Q4 | $822K | Sell |
36,201
-165
| -0.5% | -$3.75K | 0.18% | 123 |
|
2024
Q3 | $806K | Sell |
36,366
-660
| -2% | -$14.6K | 0.19% | 124 |
|
2024
Q2 | $776K | Sell |
37,026
-19,521
| -35% | -$409K | 0.2% | 116 |
|
2024
Q1 | $1.15M | Sell |
56,547
-2,391
| -4% | -$48.7K | 0.3% | 94 |
|
2023
Q4 | $1.09M | Sell |
58,938
-633
| -1% | -$11.7K | 0.28% | 99 |
|
2023
Q3 | $990K | Sell |
59,571
-1,269
| -2% | -$21.1K | 0.33% | 99 |
|
2023
Q2 | $1.05M | Sell |
60,840
-89,508
| -60% | -$1.54M | 0.34% | 99 |
|
2023
Q1 | $2.4M | Sell |
150,348
-17,139
| -10% | -$273K | 0.82% | 32 |
|
2022
Q4 | $2.5M | Sell |
167,487
-6,312
| -4% | -$94.3K | 0.89% | 27 |
|
2022
Q3 | $2.43M | Sell |
173,799
-3,741
| -2% | -$52.4K | 0.92% | 28 |
|
2022
Q2 | $2.62M | Sell |
177,540
-3,192
| -2% | -$47K | 0.87% | 25 |
|
2022
Q1 | $3.22M | Sell |
180,732
-2,052
| -1% | -$36.5K | 0.86% | 28 |
|
2021
Q4 | $3.44M | Sell |
182,784
-1,320
| -0.7% | -$24.9K | 0.68% | 34 |
|
2021
Q3 | $3.19M | Sell |
184,104
-360
| -0.2% | -$6.23K | 0.59% | 30 |
|
2021
Q2 | $3.21M | Sell |
184,464
-4,386
| -2% | -$76.2K | 0.52% | 28 |
|
2021
Q1 | $3.04M | Sell |
188,850
-17,652
| -9% | -$285K | 0.45% | 28 |
|
2020
Q4 | $3.13M | Sell |
206,502
-73,584
| -26% | -$1.12M | 0.96% | 17 |
|
2020
Q3 | $3.72M | Sell |
280,086
-2,508
| -0.9% | -$33.3K | 1.46% | 12 |
|
2020
Q2 | $3.46M | Sell |
282,594
-17,544
| -6% | -$215K | 1.81% | 10 |
|
2020
Q1 | $3.02M | Buy |
+300,138
| New | +$3.02M | 1.62% | 9 |
|