Modera Wealth Management’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 | $2.71M | Buy |
113,653
+17,848
| +19% | +$425K | 0.03% | 233 |
|
|
2025
Q1 | $2.06M | Buy |
95,805
+261
| +0.3% | +$5.62K | 0.03% | 242 |
|
|
2024
Q4 | $2.17M | Buy |
95,544
+618
| +0.7% | +$14K | 0.03% | 241 |
|
|
2024
Q3 | $2.1M | Buy |
94,926
+54
| +0.1% | +$1.2K | 0.03% | 229 |
|
|
2024
Q2 | $1.99M | Sell |
94,872
-60
| -0.1% | -$1.26K | 0.03% | 224 |
|
|
2024
Q1 | $1.93M | Sell |
94,932
-8,388
| -8% | -$171K | 0.03% | 233 |
|
|
2023
Q4 | $1.92M | Sell |
103,320
-972
| -0.9% | -$18K | 0.03% | 226 |
|
|
2023
Q3 | $1.73M | Sell |
104,292
-9,240
| -8% | -$154K | 0.03% | 228 |
|
|
2023
Q2 | $1.96M | Buy |
+113,532
| New | +$1.96M | 0.04% | 225 |
|