RIA Advisory Group’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 | $518K | Sell |
21,723
-2,121
| -9% | -$50.5K | 0.15% | 76 |
|
|
2025
Q1 | $513K | Buy |
23,844
+214
| +0.9% | +$4.61K | 0.17% | 79 |
|
|
2024
Q4 | $536K | Sell |
23,630
-1,948
| -8% | -$44.2K | 0.18% | 70 |
|
|
2024
Q3 | $567K | Buy |
+25,578
| New | +$567K | 0.2% | 60 |
|
|
2024
Q1 | $495K | Buy |
+24,309
| New | +$495K | 0.2% | 65 |
|
|
2023
Q4 | – | Sell |
-17,061
| Closed | -$284K | – | 177 |
|
|
2023
Q3 | $284K | Buy |
17,061
+1,737
| +11% | +$28.9K | 0.13% | 85 |
|
|
2023
Q2 | $264K | Hold |
15,324
| – | – | 0.11% | 89 |
|
|
2023
Q1 | $244K | Buy |
+15,324
| New | +$244K | 0.11% | 96 |
|