Passive Capital Management’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 | $12.9M | Sell |
540,099
-5,765
| -1% | -$137K | 4% | 8 |
|
|
2025
Q1 | $11.8M | Buy |
545,864
+6,638
| +1% | +$143K | 3.72% | 9 |
|
|
2024
Q4 | $12.2M | Sell |
539,226
-5,370
| -1% | -$122K | 4.31% | 6 |
|
|
2024
Q3 | $12.1M | Sell |
544,596
-9,288
| -2% | -$206K | 4.22% | 7 |
|
|
2024
Q2 | $11.6M | Sell |
553,884
-2,106
| -0.4% | -$44.1K | 4.31% | 7 |
|
|
2024
Q1 | $11.3M | Sell |
555,990
-2,307
| -0.4% | -$46.9K | 4.43% | 6 |
|
|
2023
Q4 | $10.4M | Sell |
558,297
-49,698
| -8% | -$922K | 4.21% | 6 |
|
|
2023
Q3 | $10.1M | Sell |
607,995
-3,141
| -0.5% | -$52.2K | 4.52% | 7 |
|
|
2023
Q2 | $10.5M | Buy |
611,136
+2,718
| +0.4% | +$46.8K | 4.47% | 7 |
|
|
2023
Q1 | $9.7M | Sell |
608,418
-6,237
| -1% | -$99.5K | 4.23% | 7 |
|
|
2022
Q4 | $9.18M | Buy |
614,655
+27,465
| +5% | +$410K | 4.18% | 7 |
|
|
2022
Q3 | $8.22M | Sell |
587,190
-55,503
| -9% | -$777K | 4.34% | 6 |
|
|
2022
Q2 | $9.47M | Buy |
642,693
+24,756
| +4% | +$365K | 4.82% | 5 |
|
|
2022
Q1 | $11M | Buy |
617,937
+113,901
| +23% | +$2.03M | 5.89% | 4 |
|
|
2021
Q4 | $9.49M | Buy |
+504,036
| New | +$9.49M | 5.38% | 4 |
|