Orcam Financial Group’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 | $7.79M | Buy |
326,901
+899
| +0.3% | +$21.4K | 6.77% | 3 |
|
|
2025
Q1 | $7.02M | Sell |
326,002
-2,908
| -0.9% | -$62.6K | 6.57% | 3 |
|
|
2024
Q4 | $7.47M | Sell |
328,910
-1,645
| -0.5% | -$37.3K | 7.22% | 3 |
|
|
2024
Q3 | $7.33M | Buy |
330,555
+1,599
| +0.5% | +$35.5K | 7.1% | 3 |
|
|
2024
Q2 | $6.89M | Sell |
328,956
-4,350
| -1% | -$91.2K | 7.4% | 3 |
|
|
2024
Q1 | $6.78M | Sell |
333,306
-10,497
| -3% | -$214K | 7.43% | 3 |
|
|
2023
Q4 | $6.38M | Sell |
343,803
-2,607
| -0.8% | -$48.4K | 7.8% | 3 |
|
|
2023
Q3 | $5.76M | Buy |
346,410
+174
| +0.1% | +$2.89K | 7.75% | 3 |
|
|
2023
Q2 | $5.97M | Sell |
346,236
-12,912
| -4% | -$223K | 8.22% | 3 |
|
|
2023
Q1 | $5.73M | Sell |
359,148
-10,659
| -3% | -$170K | 7.95% | 3 |
|
|
2022
Q4 | $5.52M | Sell |
369,807
-5,859
| -2% | -$87.5K | 8.49% | 3 |
|
|
2022
Q3 | $5.26M | Sell |
375,666
-651
| -0.2% | -$9.11K | 8.92% | 3 |
|
|
2022
Q2 | $5.54M | Sell |
376,317
-5,526
| -1% | -$81.4K | 8.89% | 3 |
|
|
2022
Q1 | $6.8M | Sell |
381,843
-14,949
| -4% | -$266K | 9.69% | 3 |
|
|
2021
Q4 | $7.47M | Buy |
+396,792
| New | +$7.47M | 10.23% | 3 |
|