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