NewEdge Wealth’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 | $2.09M | Buy |
85,655
+35,247
| +70% | +$859K | 0.03% | 371 |
|
|
2025
Q1 | $1.09M | Buy |
50,408
+36,774
| +270% | +$792K | 0.02% | 461 |
|
|
2024
Q4 | $310K | Buy |
13,634
+5
| +0% | +$114 | 0.01% | 753 |
|
|
2024
Q3 | $302K | Sell |
13,629
-19,776
| -59% | -$438K | 0.01% | 727 |
|
|
2024
Q2 | $700K | Sell |
33,405
-3,111
| -9% | -$65.2K | 0.02% | 473 |
|
|
2024
Q1 | $716K | Buy |
36,516
+22,896
| +168% | +$449K | 0.02% | 478 |
|
|
2023
Q4 | $253K | Buy |
+13,620
| New | +$253K | 0.01% | 659 |
|