My Personal CFO LLC’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 | $601K | Buy |
25,220
+17
| +0.1% | +$405 | 0.27% | 56 |
|
|
2025
Q1 | $543K | Buy |
25,203
+19
| +0.1% | +$409 | 0.27% | 56 |
|
|
2024
Q4 | $572K | Buy |
25,184
+20
| +0.1% | +$454 | 0.29% | 55 |
|
|
2024
Q3 | $558K | Buy |
25,164
+39
| +0.2% | +$865 | 0.31% | 56 |
|
|
2024
Q2 | $527K | Buy |
25,125
+5,961
| +31% | +$125K | 0.28% | 61 |
|
|
2024
Q1 | $390K | Hold |
19,164
| – | – | 0.22% | 70 |
|
|
2023
Q4 | $356K | Buy |
+19,164
| New | +$356K | 0.23% | 70 |
|