Moisand Fitzgerald Tamayo’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $139K | Buy |
4,808
+13
| +0.3% | +$364 | 0.01% | 139 |
|
|
2026
Q1 | $120K | Sell |
4,795
-2,064
| -30% | -$54.2K | 0.01% | 137 |
|
|
2025
Q4 | $180K | Sell |
6,859
-632
| -8% | -$16.5K | 0.02% | 124 |
|
|
2025
Q3 | $193K | Sell |
7,491
-988
| -12% | -$24.5K | 0.02% | 122 |
|
|
2025
Q2 | $202K | Sell |
8,479
-631
| -7% | -$13.9K | 0.03% | 114 |
|
|
2025
Q1 | $196K | Sell |
9,110
-141
| -2% | -$3.21K | 0.03% | 114 |
|
|
2024
Q4 | $210K | Sell |
9,251
-286
| -3% | -$6.53K | 0.03% | 107 |
|
|
2024
Q3 | $211K | Sell |
9,537
-534
| -5% | -$11.4K | 0.03% | 108 |
|
|
2024
Q2 | $211K | Sell |
10,071
-246
| -2% | -$4.98K | 0.03% | 106 |
|
|
2024
Q1 | $210K | Sell |
10,317
-315
| -3% | -$6.09K | 0.03% | 104 |
|
|
2023
Q4 | $197K | Sell |
10,632
-828
| -7% | -$14.3K | 0.03% | 104 |
|
|
2023
Q3 | $190K | Sell |
11,460
-321
| -3% | -$5.56K | 0.04% | 99 |
|
|
2023
Q2 | $203K | Sell |
11,781
-219
| -2% | -$3.57K | 0.04% | 98 |
|
|
2023
Q1 | $191K | Sell |
12,000
-72
| -0.6% | -$1.13K | 0.04% | 102 |
|
|
2022
Q4 | $180K | Sell |
12,072
-660
| -5% | -$9.92K | 0.04% | 106 |
|
|
2022
Q3 | $178K | Sell |
12,732
-1,107
| -8% | -$17.2K | 0.05% | 103 |
|
|
2022
Q2 | $204K | Buy |
13,839
+4,473
| +48% | +$71.8K | 0.05% | 94 |
|
|
2022
Q1 | $167K | Sell |
9,366
-6,732
| -42% | -$118K | 0.08% | 73 |
|
|
2021
Q4 | $303K | Sell |
16,098
-2,490
| -13% | -$45.8K | 0.09% | 77 |
|
|
2021
Q3 | $322K | Sell |
18,588
-630
| -3% | -$11.2K | 0.11% | 71 |
|
|
2021
Q2 | $334K | Sell |
19,218
-3,456
| -15% | -$58.5K | 0.12% | 66 |
|
|
2021
Q1 | $365K | Buy |
22,674
+3,144
| +16% | +$49.6K | 0.16% | 61 |
|
|
2020
Q4 | $296K | Sell |
19,530
-1,140
| -6% | -$16.2K | 0.13% | 64 |
|
|
2020
Q3 | $274K | Buy |
20,670
+828
| +4% | +$10.9K | 0.14% | 63 |
|
|
2020
Q2 | $243K | Buy |
19,842
+738
| +4% | +$8.51K | 0.13% | 62 |
|
|
2020
Q1 | $192K | Sell |
19,104
-138
| -0.7% | -$1.67K | 0.13% | 68 |
|
|
2019
Q4 | $247K | Sell |
19,242
-912
| -5% | -$11.2K | 0.13% | 70 |
|
|
2019
Q3 | $239K | Sell |
20,154
-414
| -2% | -$4.89K | 0.13% | 70 |
|
|
2019
Q2 | $242K | Buy |
20,568
+96
| +0.5% | +$1.11K | 0.13% | 67 |
|
|
2019
Q1 | $232K | Buy |
20,472
+2,946
| +17% | +$32.2K | 0.13% | 71 |
|
|
2018
Q4 | $175K | Buy |
17,526
+756
| +5% | +$8.17K | 0.11% | 74 |
|
|
2018
Q3 | $197K | Buy |
16,770
+18
| +0.1% | +$207 | 0.11% | 74 |
|
|
2018
Q2 | $184K | Buy |
16,752
+846
| +5% | +$9.25K | 0.11% | 75 |
|
|
2018
Q1 | $169K | Buy |
15,906
+954
| +6% | +$10.5K | 0.1% | 81 |
|
|
2017
Q4 | $161K | Buy |
14,952
+444
| +3% | +$4.66K | 0.09% | 71 |
|
|
2017
Q3 | $147K | Buy |
+14,508
| New | +$144K | 0.09% | 75 |
|
|
2016
Q2 | – | Sell |
-16,134
| Closed | -$133K | – | 172 |
|
|
2016
Q1 | $133K | Sell |
16,134
-1,836
| -10% | -$14.3K | 0.11% | 64 |
|
|
2015
Q4 | $147K | Buy |
+17,970
| New | +$148K | 0.13% | 60 |
|
Other funds holding SCHB
HWA
SFG
JWS
WC
SI
AWM
FFN
WPC
SWM
SIG