MFC
Morris Financial Concepts’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 | $473K | Hold |
19,830
| – | – | 0.19% | 68 |
|
|
2025
Q1 | $427K | Hold |
19,830
| – | – | 0.18% | 77 |
|
|
2024
Q4 | $450K | Buy |
19,830
+13,210
| +200% | +$300K | 0.19% | 69 |
|
|
2024
Q3 | $440K | Hold |
6,620
| – | – | 0.19% | 70 |
|
|
2024
Q2 | $416K | Sell |
6,620
-30
| -0.5% | -$1.89K | 0.2% | 68 |
|
|
2024
Q1 | $406K | Hold |
6,650
| – | – | 0.21% | 66 |
|
|
2023
Q4 | $370K | Sell |
6,650
-27
| -0.4% | -$1.5K | 0.21% | 62 |
|
|
2023
Q3 | $333K | Hold |
6,677
| – | – | 0.22% | 61 |
|
|
2023
Q2 | $345K | Hold |
6,677
| – | – | 0.22% | 60 |
|
|
2023
Q1 | $320K | Buy |
+6,677
| New | +$320K | 0.23% | 59 |
|