Moseley Investment Management’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 | $393K | Hold |
16,476
| – | – | 0.14% | 111 |
|
|
2025
Q1 | $355K | Hold |
16,476
| – | – | 0.14% | 107 |
|
|
2024
Q4 | $374K | Hold |
16,476
| – | – | 0.15% | 106 |
|
|
2024
Q3 | $365K | Hold |
16,476
| – | – | 0.15% | 107 |
|
|
2024
Q2 | $345K | Hold |
16,476
| – | – | 0.16% | 103 |
|
|
2024
Q1 | $335K | Hold |
16,476
| – | – | 0.17% | 103 |
|
|
2023
Q4 | $306K | Sell |
16,476
-180
| -1% | -$3.34K | 0.17% | 110 |
|
|
2023
Q3 | $277K | Hold |
16,656
| – | – | 0.17% | 114 |
|
|
2023
Q2 | $287K | Buy |
16,656
+600
| +4% | +$10.3K | 0.17% | 111 |
|
|
2023
Q1 | $256K | Sell |
16,056
-1,092
| -6% | -$17.4K | 0.17% | 119 |
|
|
2022
Q4 | $256K | Hold |
17,148
| – | – | 0.18% | 118 |
|
|
2022
Q3 | $240K | Hold |
17,148
| – | – | 0.18% | 117 |
|
|
2022
Q2 | $253K | Buy |
+17,148
| New | +$253K | 0.18% | 128 |
|