&Partners’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 | $2.08M | Sell |
86,045
-1,237
| -1% | -$29.9K | 0.02% | 651 |
|
2025
Q1 | $1.87M | Sell |
87,282
-27,900
| -24% | -$598K | 0.02% | 566 |
|
2024
Q4 | $2.64M | Buy |
115,182
+62,151
| +117% | +$1.43M | 0.03% | 414 |
|
2024
Q3 | $1.18M | Buy |
53,031
+36,906
| +229% | +$818K | 0.02% | 511 |
|
2024
Q2 | $338K | Buy |
+16,125
| New | +$338K | 0.01% | 674 |
|