Penney Financial’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 | $2.48M | Buy |
104,248
+75,093
| +258% | +$1.79M | 1.26% | 17 |
|
|
2025
Q1 | $628K | Sell |
29,155
-3,100
| -10% | -$66.7K | 0.41% | 21 |
|
|
2024
Q4 | $732K | Buy |
32,255
+10,499
| +48% | +$238K | 0.49% | 18 |
|
|
2024
Q3 | $482K | Hold |
21,756
| – | – | 0.33% | 24 |
|
|
2024
Q2 | $456K | Sell |
21,756
-180
| -0.8% | -$3.77K | 0.33% | 23 |
|
|
2024
Q1 | $446K | Sell |
21,936
-46,410
| -68% | -$944K | 0.33% | 22 |
|
|
2023
Q4 | $1.27M | Buy |
+68,346
| New | +$1.27M | 1.05% | 13 |
|