Principal Securities’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 | $175K | Buy |
7,357
+4,942
| +205% | +$118K | ﹤0.01% | 1284 |
|
|
2025
Q1 | $54.8K | Hold |
2,415
| – | – | ﹤0.01% | 1719 |
|
|
2024
Q4 | $54.8K | Buy |
2,415
+315
| +15% | +$7.15K | ﹤0.01% | 1718 |
|
|
2024
Q3 | $46.6K | Sell |
2,100
-1,755
| -46% | -$38.9K | ﹤0.01% | 1722 |
|
|
2024
Q2 | $80.8K | Buy |
3,855
+252
| +7% | +$5.28K | ﹤0.01% | 1408 |
|
|
2024
Q1 | $73.3K | Buy |
3,603
+1,131
| +46% | +$23K | ﹤0.01% | 1397 |
|
|
2023
Q4 | $45.9K | Buy |
+2,472
| New | +$45.9K | ﹤0.01% | 1530 |
|