Noble Family 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 | $1.77M | Buy |
74,307
+52,761
| +245% | +$1.26M | 0.43% | 31 |
|
|
2025
Q1 | $464K | Sell |
21,546
-730
| -3% | -$15.7K | 0.13% | 51 |
|
|
2024
Q4 | $507K | Sell |
22,276
-38
| -0.2% | -$866 | 0.14% | 49 |
|
|
2024
Q3 | $495K | Sell |
22,314
-66
| -0.3% | -$1.46K | 0.13% | 50 |
|
|
2024
Q2 | $469K | Sell |
22,380
-399
| -2% | -$8.36K | 0.14% | 50 |
|
|
2024
Q1 | $464K | Sell |
22,779
-849
| -4% | -$17.3K | 0.13% | 50 |
|
|
2023
Q4 | $438K | Sell |
23,628
-318
| -1% | -$5.9K | 0.13% | 51 |
|
|
2023
Q3 | $398K | Sell |
23,946
-729
| -3% | -$12.1K | 0.13% | 50 |
|
|
2023
Q2 | $425K | Sell |
24,675
-720
| -3% | -$12.4K | 0.14% | 51 |
|
|
2023
Q1 | $405K | Buy |
+25,395
| New | +$405K | 0.14% | 51 |
|