Robinson Smith Wealth Advisors’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 | $23.8M | Sell |
999,947
-60,486
| -6% | -$1.44M | 19.04% | 1 |
|
|
2025
Q1 | $22.8M | Buy |
1,060,433
+20,292
| +2% | +$437K | 19.11% | 1 |
|
|
2024
Q4 | $23.6M | Buy |
1,040,141
+50,186
| +5% | +$1.14M | 20.02% | 1 |
|
|
2024
Q3 | $22M | Buy |
989,955
+31,587
| +3% | +$700K | 18.66% | 1 |
|
|
2024
Q2 | $20.1M | Buy |
958,368
+59,175
| +7% | +$1.24M | 17.68% | 1 |
|
|
2024
Q1 | $18.3M | Buy |
899,193
+10,563
| +1% | +$215K | 17.58% | 1 |
|
|
2023
Q4 | $16.5M | Buy |
+888,630
| New | +$16.5M | 16.22% | 1 |
|