Prospera Financial Services’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 | $1.94M | Buy |
81,358
+44,116
| +118% | +$1.05M | 0.04% | 477 |
|
|
2025
Q1 | $802K | Buy |
37,242
+4,280
| +13% | +$92.2K | 0.02% | 623 |
|
|
2024
Q4 | $748K | Buy |
32,962
+5,041
| +18% | +$114K | 0.02% | 629 |
|
|
2024
Q3 | $619K | Buy |
27,921
+1,902
| +7% | +$42.2K | 0.02% | 649 |
|
|
2024
Q2 | $545K | Sell |
26,019
-1,110
| -4% | -$23.3K | 0.02% | 685 |
|
|
2024
Q1 | $552K | Sell |
27,129
-420
| -2% | -$8.55K | 0.02% | 680 |
|
|
2023
Q4 | $511K | Buy |
27,549
+3,804
| +16% | +$70.6K | 0.02% | 656 |
|
|
2023
Q3 | $395K | Buy |
23,745
+738
| +3% | +$12.3K | 0.02% | 692 |
|
|
2023
Q2 | $397K | Sell |
23,007
-456
| -2% | -$7.86K | 0.02% | 689 |
|
|
2023
Q1 | $374K | Sell |
23,463
-1,617
| -6% | -$25.8K | 0.02% | 702 |
|
|
2022
Q4 | $375K | Sell |
25,080
-5,502
| -18% | -$82.2K | 0.02% | 623 |
|
|
2022
Q3 | $428K | Sell |
30,582
-231
| -0.7% | -$3.23K | 0.02% | 560 |
|
|
2022
Q2 | $454K | Sell |
30,813
-63
| -0.2% | -$928 | 0.02% | 543 |
|
|
2022
Q1 | $550K | Buy |
30,876
+12
| +0% | +$214 | 0.02% | 575 |
|
|
2021
Q4 | $582K | Buy |
30,864
+228
| +0.7% | +$4.3K | 0.03% | 528 |
|
|
2021
Q3 | $530K | Buy |
30,636
+420
| +1% | +$7.27K | 0.03% | 518 |
|
|
2021
Q2 | $525K | Buy |
30,216
+3,978
| +15% | +$69.1K | 0.03% | 524 |
|
|
2021
Q1 | $422K | Buy |
26,238
+1,890
| +8% | +$30.4K | 0.03% | 536 |
|
|
2020
Q4 | $369K | Buy |
+24,348
| New | +$369K | 0.03% | 485 |
|
|
2020
Q3 | – | Sell |
-24,000
| Closed | -$294K | – | 1689 |
|
|
2020
Q2 | $294K | Sell |
24,000
-7,572
| -24% | -$92.8K | 0.03% | 450 |
|
|
2020
Q1 | $318K | Buy |
31,572
+6,942
| +28% | +$69.9K | 0.03% | 382 |
|
|
2019
Q4 | $316K | Buy |
24,630
+504
| +2% | +$6.47K | 0.02% | 473 |
|
|
2019
Q3 | $286K | Buy |
24,126
+1,368
| +6% | +$16.2K | 0.03% | 446 |
|
|
2019
Q2 | $271K | Buy |
+22,758
| New | +$271K | 0.03% | 420 |
|