MYeCFO’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 | $57.2M | Buy |
2,399,036
+30,801
| +1% | +$734K | 28.04% | 1 |
|
2025
Q1 | $51M | Buy |
2,368,235
+97,986
| +4% | +$2.11M | 26.99% | 1 |
|
2024
Q4 | $51.5M | Buy |
2,270,249
+47,327
| +2% | +$1.07M | 27.82% | 1 |
|
2024
Q3 | $49.3M | Sell |
2,222,922
-43,053
| -2% | -$955K | 26.71% | 1 |
|
2024
Q2 | $47.5M | Buy |
2,265,975
+6,900
| +0.3% | +$145K | 27.39% | 1 |
|
2024
Q1 | $46M | Buy |
2,259,075
+97,230
| +4% | +$1.98M | 26.97% | 1 |
|
2023
Q4 | $40.1M | Buy |
2,161,845
+91,500
| +4% | +$1.7M | 25.28% | 1 |
|
2023
Q3 | $34.5M | Buy |
2,070,345
+117,399
| +6% | +$1.95M | 23.9% | 1 |
|
2023
Q2 | $33.7M | Sell |
1,952,946
-62,748
| -3% | -$1.08M | 24.46% | 1 |
|
2023
Q1 | $32.2M | Buy |
2,015,694
+90,465
| +5% | +$1.44M | 24.11% | 1 |
|
2022
Q4 | $28.8M | Buy |
+1,925,229
| New | +$28.8M | 23.68% | 1 |
|