Plancorp LLC’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 | $1.08M | Buy |
45,403
+1,182
| +3% | +$28.2K | 0.04% | 146 |
|
|
2025
Q1 | $952K | Buy |
44,221
+13,869
| +46% | +$299K | 0.04% | 153 |
|
|
2024
Q4 | $689K | Buy |
30,352
+49
| +0.2% | +$1.11K | 0.03% | 158 |
|
|
2024
Q3 | $672K | Buy |
30,303
+99
| +0.3% | +$2.2K | 0.03% | 161 |
|
|
2024
Q2 | $633K | Buy |
30,204
+3,231
| +12% | +$67.7K | 0.03% | 154 |
|
|
2024
Q1 | $549K | Buy |
26,973
+7,539
| +39% | +$153K | 0.02% | 167 |
|
|
2023
Q4 | $361K | Sell |
19,434
-72
| -0.4% | -$1.34K | 0.02% | 194 |
|
|
2023
Q3 | $324K | Buy |
+19,506
| New | +$324K | 0.02% | 196 |
|