Morling Financial Advisors’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 | $1.38M | Buy |
57,815
+8,254
| +17% | +$197K | 0.45% | 26 |
|
|
2025
Q1 | $1.07M | Sell |
49,561
-464
| -0.9% | -$9.99K | 0.37% | 28 |
|
|
2024
Q4 | $1.14M | Sell |
50,025
-3,693
| -7% | -$83.8K | 0.4% | 24 |
|
|
2024
Q3 | $1.19M | Sell |
53,718
-1,374
| -2% | -$30.5K | 0.45% | 24 |
|
|
2024
Q2 | $1.15M | Sell |
55,092
-10,854
| -16% | -$227K | 0.5% | 23 |
|
|
2024
Q1 | $1.34M | Sell |
65,946
-2,508
| -4% | -$51K | 0.77% | 18 |
|
|
2023
Q4 | $1.27M | Sell |
68,454
-1,029
| -1% | -$19.1K | 1.02% | 17 |
|
|
2023
Q3 | $1.15M | Sell |
69,483
-2,043
| -3% | -$33.9K | 1.14% | 17 |
|
|
2023
Q2 | $1.23M | Buy |
71,526
+1,509
| +2% | +$26K | 1.18% | 17 |
|
|
2023
Q1 | $1.12M | Sell |
70,017
-2,379
| -3% | -$37.9K | 1.2% | 18 |
|
|
2022
Q4 | $1.08M | Sell |
72,396
-4,296
| -6% | -$64.2K | 1.38% | 16 |
|
|
2022
Q3 | $1.07M | Sell |
76,692
-1,113
| -1% | -$15.6K | 1.46% | 16 |
|
|
2022
Q2 | $1.15M | Sell |
77,805
-3,327
| -4% | -$49K | 1.5% | 16 |
|
|
2022
Q1 | $1.44M | Sell |
81,132
-1,254
| -2% | -$22.3K | 1.83% | 12 |
|
|
2021
Q4 | $1.55M | Buy |
+82,386
| New | +$1.55M | 1.48% | 11 |
|