Morton Brown Family Wealth’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 | $91.4M | Buy |
3,833,932
+151,170
| +4% | +$3.6M | 27.79% | 1 |
|
|
2025
Q1 | $79.3M | Buy |
3,682,762
+112,188
| +3% | +$2.42M | 26.95% | 1 |
|
|
2024
Q4 | $81.1M | Buy |
3,570,574
+111,169
| +3% | +$2.52M | 28.25% | 1 |
|
|
2024
Q3 | $76.7M | Buy |
3,459,405
+265,923
| +8% | +$5.9M | 27.26% | 1 |
|
|
2024
Q2 | $68.2M | Buy |
3,193,482
+54,177
| +2% | +$1.16M | 26.93% | 1 |
|
|
2024
Q1 | $63.9M | Buy |
3,139,305
+14,712
| +0.5% | +$299K | 26.37% | 1 |
|
|
2023
Q4 | $58M | Buy |
3,124,593
+103,101
| +3% | +$1.91M | 25.4% | 1 |
|
|
2023
Q3 | $50.2M | Buy |
3,021,492
+262,317
| +10% | +$4.36M | 25.67% | 1 |
|
|
2023
Q2 | $47.5M | Buy |
2,759,175
+373,251
| +16% | +$6.43M | 25.39% | 1 |
|
|
2023
Q1 | $38.1M | Buy |
2,385,924
+307,875
| +15% | +$4.91M | 22.69% | 1 |
|
|
2022
Q4 | $31M | Buy |
2,078,049
+164,448
| +9% | +$2.46M | 21.16% | 1 |
|
|
2022
Q3 | $26.8M | Sell |
1,913,601
-166,638
| -8% | -$2.33M | 21.35% | 1 |
|
|
2022
Q2 | $30.6M | Buy |
2,080,239
+91,797
| +5% | +$1.35M | 23.73% | 1 |
|
|
2022
Q1 | $35.4M | Buy |
1,988,442
+113,880
| +6% | +$2.03M | 26.74% | 1 |
|
|
2021
Q4 | $35.3M | Buy |
+1,874,562
| New | +$35.3M | 27.06% | 1 |
|