OLIO Financial Planning’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 | $591K | Sell |
24,782
-1
| -0% | -$24 | 0.19% | 35 |
|
|
2025
Q1 | $534K | Sell |
24,783
-893
| -3% | -$19.2K | 0.18% | 34 |
|
|
2024
Q4 | $583K | Sell |
25,676
-3,943
| -13% | -$89.5K | 0.2% | 32 |
|
|
2024
Q3 | $552K | Buy |
29,619
+372
| +1% | +$6.93K | 0.23% | 32 |
|
|
2024
Q2 | $545K | Sell |
29,247
-372
| -1% | -$6.93K | 0.23% | 33 |
|
|
2024
Q1 | $552K | Hold |
29,619
| – | – | 0.23% | 32 |
|
|
2023
Q4 | $552K | Hold |
29,619
| – | – | 0.23% | 32 |
|
|
2023
Q3 | $492K | Buy |
29,619
+375
| +1% | +$6.23K | 0.23% | 33 |
|
|
2023
Q2 | $504K | Buy |
+29,244
| New | +$504K | 0.24% | 31 |
|