Richardson Capital Management’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 | $131K | Buy |
5,515
+16
| +0.3% | +$381 | 0.07% | 51 |
|
|
2025
Q1 | $118K | Buy |
5,499
+17
| +0.3% | +$366 | 0.07% | 51 |
|
|
2024
Q4 | $124K | Sell |
5,482
-1,946
| -26% | -$44.2K | 0.08% | 48 |
|
|
2024
Q3 | $165K | Buy |
7,428
+225
| +3% | +$4.99K | 0.12% | 33 |
|
|
2024
Q2 | $151K | Hold |
7,203
| – | – | 0.12% | 37 |
|
|
2024
Q1 | $147K | Buy |
7,203
+504
| +8% | +$10.3K | 0.12% | 35 |
|
|
2023
Q4 | $124K | Buy |
+6,699
| New | +$124K | 0.12% | 37 |
|