Rice Partnership’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
Q1 | – | Sell |
-164
| Closed | -$3.72K | – | 175 |
|
|
2024
Q4 | $3.72K | Sell |
164
-1
| -0.6% | -$23 | ﹤0.01% | 160 |
|
|
2024
Q3 | $3.64K | Hold |
165
| – | – | ﹤0.01% | 166 |
|
|
2024
Q2 | $3.44K | Hold |
165
| – | – | ﹤0.01% | 147 |
|
|
2024
Q1 | $3.34K | Buy |
+165
| New | +$3.34K | ﹤0.01% | 150 |
|
|
2023
Q4 | – | Sell |
-51
| Closed | -$864 | – | 133 |
|
|
2023
Q3 | $864 | Buy |
+51
| New | +$864 | ﹤0.01% | 131 |
|
|
2020
Q1 | – | Sell |
-28,542
| Closed | -$366K | – | 108 |
|
|
2019
Q4 | $366K | Sell |
28,542
-810
| -3% | -$10.4K | 0.2% | 58 |
|
|
2019
Q3 | $347K | Buy |
29,352
+3,828
| +15% | +$45.3K | 0.22% | 61 |
|
|
2019
Q2 | $300K | Buy |
+25,524
| New | +$300K | 0.2% | 63 |
|