MFT
Moisand Fitzgerald Tamayo’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 | $202K | Sell |
8,479
-631
| -7% | -$15K | 0.03% | 114 |
|
|
2025
Q1 | $196K | Sell |
9,110
-141
| -2% | -$3.04K | 0.03% | 114 |
|
|
2024
Q4 | $210K | Buy |
9,251
+6,072
| +191% | +$138K | 0.03% | 107 |
|
|
2024
Q3 | $211K | Sell |
3,179
-178
| -5% | -$11.8K | 0.03% | 108 |
|
|
2024
Q2 | $211K | Sell |
3,357
-82
| -2% | -$5.16K | 0.03% | 106 |
|
|
2024
Q1 | $210K | Sell |
3,439
-105
| -3% | -$6.41K | 0.03% | 104 |
|
|
2023
Q4 | $197K | Sell |
3,544
-276
| -7% | -$15.4K | 0.03% | 104 |
|
|
2023
Q3 | $190K | Sell |
3,820
-107
| -3% | -$5.33K | 0.04% | 99 |
|
|
2023
Q2 | $203K | Sell |
3,927
-73
| -2% | -$3.77K | 0.04% | 98 |
|
|
2023
Q1 | $191K | Sell |
4,000
-24
| -0.6% | -$1.15K | 0.04% | 102 |
|
|
2022
Q4 | $180K | Sell |
4,024
-220
| -5% | -$9.86K | 0.04% | 106 |
|
|
2022
Q3 | $178K | Sell |
4,244
-369
| -8% | -$15.5K | 0.05% | 103 |
|
|
2022
Q2 | $204K | Buy |
4,613
+1,491
| +48% | +$65.9K | 0.05% | 94 |
|
|
2022
Q1 | $167K | Buy |
3,122
+439
| +16% | +$23.5K | 0.08% | 73 |
|
|
2021
Q4 | $303K | Sell |
2,683
-415
| -13% | -$46.9K | 0.09% | 77 |
|
|
2021
Q3 | $322K | Sell |
3,098
-105
| -3% | -$10.9K | 0.11% | 71 |
|
|
2021
Q2 | $334K | Sell |
3,203
-576
| -15% | -$60.1K | 0.12% | 66 |
|
|
2021
Q1 | $365K | Buy |
3,779
+524
| +16% | +$50.6K | 0.16% | 61 |
|
|
2020
Q4 | $296K | Sell |
3,255
-190
| -6% | -$17.3K | 0.13% | 64 |
|
|
2020
Q3 | $274K | Buy |
3,445
+138
| +4% | +$11K | 0.14% | 63 |
|
|
2020
Q2 | $243K | Buy |
3,307
+123
| +4% | +$9.04K | 0.13% | 62 |
|
|
2020
Q1 | $192K | Sell |
3,184
-23
| -0.7% | -$1.39K | 0.13% | 68 |
|
|
2019
Q4 | $247K | Sell |
3,207
-152
| -5% | -$11.7K | 0.13% | 70 |
|
|
2019
Q3 | $239K | Sell |
3,359
-69
| -2% | -$4.91K | 0.13% | 70 |
|
|
2019
Q2 | $242K | Buy |
3,428
+16
| +0.5% | +$1.13K | 0.13% | 67 |
|
|
2019
Q1 | $232K | Buy |
3,412
+491
| +17% | +$33.4K | 0.13% | 71 |
|
|
2018
Q4 | $175K | Buy |
2,921
+126
| +5% | +$7.55K | 0.11% | 74 |
|
|
2018
Q3 | $197K | Buy |
2,795
+3
| +0.1% | +$211 | 0.11% | 74 |
|
|
2018
Q2 | $184K | Buy |
2,792
+141
| +5% | +$9.29K | 0.11% | 75 |
|
|
2018
Q1 | $169K | Buy |
2,651
+159
| +6% | +$10.1K | 0.1% | 81 |
|
|
2017
Q4 | $161K | Buy |
2,492
+74
| +3% | +$4.78K | 0.09% | 71 |
|
|
2017
Q3 | $147K | Buy |
+2,418
| New | +$147K | 0.09% | 75 |
|
|
2016
Q2 | – | Sell |
-2,689
| Closed | -$133K | – | 171 |
|
|
2016
Q1 | $133K | Sell |
2,689
-306
| -10% | -$15.1K | 0.11% | 64 |
|
|
2015
Q4 | $147K | Buy |
+2,995
| New | +$147K | 0.13% | 60 |
|