Rinkey Investments’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 | – | Sell |
-12,594
| Closed | -$271K | – | 108 |
|
|
2025
Q1 | $271K | Buy |
+12,594
| New | +$271K | 0.09% | 76 |
|
|
2023
Q4 | – | Sell |
-27,402
| Closed | -$455K | – | 65 |
|
|
2023
Q3 | $455K | Buy |
27,402
+24
| +0.1% | +$399 | 0.21% | 29 |
|
|
2023
Q2 | $472K | Sell |
27,378
-1,545
| -5% | -$26.6K | 0.22% | 37 |
|
|
2023
Q1 | $461K | Buy |
28,923
+66
| +0.2% | +$1.05K | 0.24% | 34 |
|
|
2022
Q4 | $431K | Sell |
28,857
-141
| -0.5% | -$2.11K | 0.26% | 30 |
|
|
2022
Q3 | $452K | Buy |
28,998
+825
| +3% | +$12.9K | 0.34% | 22 |
|
|
2022
Q2 | $452K | Buy |
28,173
+954
| +4% | +$15.3K | 0.4% | 22 |
|
|
2022
Q1 | $446K | Sell |
27,219
-537
| -2% | -$8.8K | 0.44% | 21 |
|
|
2021
Q4 | $515K | Buy |
+27,756
| New | +$515K | 0.47% | 23 |
|