Reliant Wealth Planning’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 | $648K | Hold |
27,189
| – | – | 0.25% | 29 |
|
|
2025
Q1 | $585K | Hold |
27,189
| – | – | 0.27% | 19 |
|
|
2024
Q4 | $617K | Sell |
27,189
-21,882
| -45% | -$497K | 0.29% | 18 |
|
|
2024
Q3 | $1.09M | Sell |
49,071
-2,007
| -4% | -$44.5K | 0.47% | 9 |
|
|
2024
Q2 | $1.07M | Buy |
51,078
+23,889
| +88% | +$501K | 0.49% | 10 |
|
|
2024
Q1 | $553K | Hold |
27,189
| – | – | 0.26% | 13 |
|
|
2023
Q4 | $505K | Hold |
27,189
| – | – | 0.25% | 14 |
|
|
2023
Q3 | $452K | Hold |
27,189
| – | – | 0.24% | 14 |
|
|
2023
Q2 | $469K | Hold |
27,189
| – | – | 0.28% | 9 |
|
|
2023
Q1 | $434K | Sell |
27,189
-28,344
| -51% | -$452K | 0.27% | 12 |
|
|
2022
Q4 | $829K | Buy |
55,533
+11,355
| +26% | +$170K | 0.5% | 11 |
|
|
2022
Q3 | $618K | Buy |
44,178
+9,186
| +26% | +$129K | 0.26% | 14 |
|
|
2022
Q2 | $515K | Buy |
+34,992
| New | +$515K | 0.22% | 14 |
|