Peak Financial 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 | $10.8M | Buy |
453,293
+14,292
| +3% | +$341K | 3.07% | 10 |
|
|
2025
Q1 | $9.45M | Buy |
439,001
+5,529
| +1% | +$119K | 2.83% | 15 |
|
|
2024
Q4 | $9.84M | Buy |
433,472
+12,878
| +3% | +$292K | 2.95% | 11 |
|
|
2024
Q3 | $9.33M | Buy |
420,594
+11,724
| +3% | +$260K | 2.74% | 11 |
|
|
2024
Q2 | $8.57M | Buy |
408,870
+13,668
| +3% | +$286K | 2.68% | 13 |
|
|
2024
Q1 | $8.04M | Buy |
395,202
+8,469
| +2% | +$172K | 2.55% | 14 |
|
|
2023
Q4 | $7.18M | Buy |
386,733
+8,652
| +2% | +$161K | 2.41% | 17 |
|
|
2023
Q3 | $6.28M | Buy |
378,081
+64,017
| +20% | +$1.06M | 2.29% | 18 |
|
|
2023
Q2 | $5.41M | Sell |
314,064
-1,482
| -0.5% | -$25.5K | 1.93% | 22 |
|
|
2023
Q1 | $5.03M | Buy |
315,546
+1,722
| +0.5% | +$27.5K | 1.87% | 24 |
|
|
2022
Q4 | $4.69M | Buy |
313,824
+9,951
| +3% | +$149K | 1.84% | 24 |
|
|
2022
Q3 | $4.25M | Buy |
303,873
+4,929
| +2% | +$69K | 1.77% | 23 |
|
|
2022
Q2 | $4.4M | Sell |
298,944
-3,606
| -1% | -$53.1K | 1.69% | 26 |
|
|
2022
Q1 | $5.38M | Sell |
302,550
-14,706
| -5% | -$262K | 1.8% | 25 |
|
|
2021
Q4 | $5.98M | Sell |
317,256
-6,018
| -2% | -$113K | 1.94% | 23 |
|
|
2021
Q3 | $5.6M | Sell |
323,274
-4,506
| -1% | -$78K | 1.9% | 24 |
|
|
2021
Q2 | $5.7M | Sell |
327,780
-1,536
| -0.5% | -$26.7K | 1.93% | 24 |
|
|
2021
Q1 | $5.31M | Buy |
329,316
+4,764
| +1% | +$76.8K | 1.92% | 24 |
|
|
2020
Q4 | $4.92M | Buy |
324,552
+20,916
| +7% | +$317K | 1.85% | 24 |
|
|
2020
Q3 | $4.03M | Buy |
303,636
+5,334
| +2% | +$70.8K | 1.74% | 24 |
|
|
2020
Q2 | $3.65M | Sell |
298,302
-41,580
| -12% | -$509K | 1.72% | 24 |
|
|
2020
Q1 | $3.42M | Sell |
339,882
-34,602
| -9% | -$348K | 1.75% | 26 |
|
|
2019
Q4 | $4.8M | Buy |
374,484
+942
| +0.3% | +$12.1K | 2.05% | 21 |
|
|
2019
Q3 | $4.42M | Buy |
373,542
+7,614
| +2% | +$90.1K | 1.96% | 22 |
|
|
2019
Q2 | $4.3M | Sell |
365,928
-2,352
| -0.6% | -$27.7K | 1.93% | 22 |
|
|
2019
Q1 | $4.18M | Buy |
368,280
+3,294
| +0.9% | +$37.4K | 1.92% | 22 |
|
|
2018
Q4 | $3.65M | Buy |
364,986
+57,960
| +19% | +$579K | 1.79% | 22 |
|
|
2018
Q3 | $3.6M | Buy |
307,026
+12,000
| +4% | +$141K | 1.62% | 21 |
|
|
2018
Q2 | $3.25M | Buy |
295,026
+49,974
| +20% | +$550K | 1.5% | 22 |
|
|
2018
Q1 | $2.61M | Sell |
245,052
-225,924
| -48% | -$2.4M | 1.24% | 24 |
|
|
2017
Q4 | $5.07M | Buy |
470,976
+26,646
| +6% | +$287K | 1.92% | 22 |
|
|
2017
Q3 | $4.51M | Sell |
444,330
-8,430
| -2% | -$85.6K | 1.74% | 21 |
|
|
2017
Q2 | $4.41M | Buy |
452,760
+6,180
| +1% | +$60.2K | 1.73% | 20 |
|
|
2017
Q1 | $4.25M | Buy |
446,580
+48,714
| +12% | +$463K | 1.72% | 20 |
|
|
2016
Q4 | $3.59M | Buy |
+397,866
| New | +$3.59M | 1.56% | 20 |
|
|
2015
Q4 | $336K | Buy |
+41,070
| New | +$336K | 0.15% | 23 |
|