Royal Capital Wealth 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 | $431K | Buy |
18,080
+5
| +0% | +$119 | 0.29% | 54 |
|
|
2025
Q1 | $389K | Buy |
18,075
+5
| +0% | +$108 | 0.27% | 55 |
|
|
2024
Q4 | $410K | Buy |
18,070
+7
| +0% | +$159 | 0.29% | 52 |
|
|
2024
Q3 | $401K | Sell |
18,063
-1,938
| -10% | -$43K | 0.28% | 57 |
|
|
2024
Q2 | $419K | Hold |
20,001
| – | – | 0.32% | 51 |
|
|
2024
Q1 | $407K | Sell |
20,001
-9,105
| -31% | -$185K | 0.32% | 52 |
|
|
2023
Q4 | $540K | Buy |
29,106
+9
| +0% | +$167 | 0.47% | 42 |
|
|
2023
Q3 | $484K | Buy |
29,097
+9,114
| +46% | +$151K | 0.46% | 41 |
|
|
2023
Q2 | $344K | Buy |
19,983
+306
| +2% | +$5.27K | 0.32% | 60 |
|
|
2023
Q1 | $314K | Buy |
19,677
+6
| +0% | +$96 | 0.32% | 66 |
|
|
2022
Q4 | $294K | Buy |
19,671
+270
| +1% | +$4.04K | 0.31% | 66 |
|
|
2022
Q3 | $272K | Buy |
19,401
+6
| +0% | +$84 | 0.32% | 70 |
|
|
2022
Q2 | $286K | Buy |
19,395
+105
| +0.5% | +$1.55K | 0.31% | 72 |
|
|
2022
Q1 | $343K | Sell |
19,290
-600
| -3% | -$10.7K | 0.34% | 70 |
|
|
2021
Q4 | $375K | Buy |
+19,890
| New | +$375K | 0.36% | 66 |
|