New Perspectives Inc’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 | $312K | Hold |
13,089
| – | – | 0.15% | 26 |
|
|
2025
Q1 | $282K | Hold |
13,089
| – | – | 0.15% | 29 |
|
|
2024
Q4 | $297K | Hold |
13,089
| – | – | 0.16% | 26 |
|
|
2024
Q3 | $290K | Hold |
13,089
| – | – | 0.15% | 28 |
|
|
2024
Q2 | $274K | Hold |
13,089
| – | – | 0.15% | 24 |
|
|
2024
Q1 | $266K | Buy |
+13,089
| New | +$266K | 0.15% | 24 |
|