Rollins Financial 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 | $575K | Hold |
24,137
| – | – | 0.09% | 77 |
|
|
2025
Q1 | $520K | Hold |
24,137
| – | – | 0.09% | 78 |
|
|
2024
Q4 | $548K | Sell |
24,137
-10
| -0% | -$227 | 0.09% | 78 |
|
|
2024
Q3 | $535K | Sell |
24,147
-468
| -2% | -$10.4K | 0.09% | 74 |
|
|
2024
Q2 | $516K | Sell |
24,615
-96
| -0.4% | -$2.01K | 0.09% | 74 |
|
|
2024
Q1 | $503K | Sell |
24,711
-1,851
| -7% | -$37.7K | 0.09% | 70 |
|
|
2023
Q4 | $493K | Buy |
+26,562
| New | +$493K | 0.1% | 67 |
|