Rothschild Investment LLC’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 | $24.9K | Buy |
1,046
+26
| +3% | +$619 | ﹤0.01% | 969 |
|
|
2025
Q1 | $22K | Hold |
1,020
| – | – | ﹤0.01% | 979 |
|
|
2024
Q4 | $23.2K | Buy |
1,020
+132
| +15% | +$3K | ﹤0.01% | 968 |
|
|
2024
Q3 | $19.7K | Hold |
888
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q2 | $18.6K | Hold |
888
| – | – | ﹤0.01% | 987 |
|
|
2024
Q1 | $18.1K | Buy |
+888
| New | +$18.1K | ﹤0.01% | 945 |
|