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MONECO Advisors’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 | $305K | Hold |
12,798
| – | – | 0.03% | 378 |
|
|
2025
Q1 | $276K | Hold |
12,798
| – | – | 0.03% | 382 |
|
|
2024
Q4 | $291K | Buy |
12,798
+8,532
| +200% | +$194K | 0.03% | 376 |
|
|
2024
Q3 | $284K | Hold |
4,266
| – | – | 0.04% | 353 |
|
|
2024
Q2 | $268K | Hold |
4,266
| – | – | 0.04% | 344 |
|
|
2024
Q1 | $260K | Hold |
4,266
| – | – | 0.04% | 342 |
|
|
2023
Q4 | $237K | Hold |
4,266
| – | – | 0.05% | 330 |
|
|
2023
Q3 | $213K | Hold |
4,266
| – | – | 0.06% | 311 |
|
|
2023
Q2 | $221K | Hold |
4,266
| – | – | 0.06% | 305 |
|
|
2023
Q1 | $204K | Buy |
+4,266
| New | +$204K | 0.06% | 309 |
|
|
2022
Q2 | – | Sell |
-4,266
| Closed | -$228K | – | 261 |
|
|
2022
Q1 | $228K | Buy |
4,266
+2,133
| +100% | +$114K | 0.08% | 221 |
|
|
2021
Q4 | $224K | Hold |
2,133
| – | – | 0.08% | 222 |
|
|
2021
Q3 | $222K | Hold |
2,133
| – | – | 0.09% | 228 |
|
|
2021
Q2 | $222K | Hold |
2,133
| – | – | 0.1% | 201 |
|
|
2021
Q1 | $206K | Buy |
+2,133
| New | +$206K | 0.1% | 208 |
|