Olistico 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 | $15.8K | Sell |
665
-221
| -25% | -$5.26K | 0.01% | 238 |
|
|
2025
Q1 | $19.1K | Sell |
886
-1
| -0.1% | -$22 | 0.01% | 215 |
|
|
2024
Q4 | $20.1K | Buy |
887
+2
| +0.2% | +$45 | 0.01% | 210 |
|
|
2024
Q3 | $19.7K | Sell |
885
-2,424
| -73% | -$53.9K | 0.01% | 214 |
|
|
2024
Q2 | $69.4K | Buy |
+3,309
| New | +$69.4K | 0.04% | 145 |
|