Oxford 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 | $42.3K | Hold |
1,775
| – | – | ﹤0.01% | 234 |
|
|
2025
Q1 | $38.2K | Hold |
1,775
| – | – | ﹤0.01% | 236 |
|
|
2024
Q4 | $40.3K | Buy |
1,775
+200
| +13% | +$4.54K | ﹤0.01% | 273 |
|
|
2024
Q3 | $34.9K | Hold |
1,575
| – | – | ﹤0.01% | 266 |
|
|
2024
Q2 | $33K | Hold |
1,575
| – | – | ﹤0.01% | 289 |
|
|
2024
Q1 | $32K | Hold |
1,575
| – | – | ﹤0.01% | 253 |
|
|
2023
Q4 | $29.2K | Hold |
1,575
| – | – | ﹤0.01% | 271 |
|
|
2023
Q3 | $26.2K | Hold |
1,575
| – | – | ﹤0.01% | 248 |
|
|
2023
Q2 | $27.1K | Hold |
1,575
| – | – | ﹤0.01% | 268 |
|
|
2023
Q1 | $25.1K | Buy |
1,575
+57
| +4% | +$909 | ﹤0.01% | 232 |
|
|
2022
Q4 | $22.7K | Hold |
1,518
| – | – | ﹤0.01% | 236 |
|
|
2022
Q3 | $21K | Hold |
1,518
| – | – | ﹤0.01% | 215 |
|
|
2022
Q2 | $22K | Hold |
1,518
| – | – | ﹤0.01% | 240 |
|
|
2022
Q1 | $27K | Hold |
1,518
| – | – | ﹤0.01% | 229 |
|
|
2021
Q4 | $29K | Hold |
1,518
| – | – | ﹤0.01% | 243 |
|
|
2021
Q3 | $26K | Hold |
1,518
| – | – | ﹤0.01% | 228 |
|
|
2021
Q2 | $26K | Hold |
1,518
| – | – | ﹤0.01% | 207 |
|
|
2021
Q1 | $24K | Hold |
1,518
| – | – | ﹤0.01% | 197 |
|
|
2020
Q4 | $23K | Hold |
1,518
| – | – | ﹤0.01% | 191 |
|
|
2020
Q3 | $20K | Hold |
1,518
| – | – | ﹤0.01% | 178 |
|
|
2020
Q2 | $19K | Buy |
+1,518
| New | +$19K | ﹤0.01% | 182 |
|