RFA
RTD Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Sell |
135,799
-960
| -0.7% | -$22.9K | 0.41% | 44 |
|
|
2025
Q1 | $2.94M | Sell |
136,759
-7,384
| -5% | -$159K | 0.4% | 45 |
|
|
2024
Q4 | $3.27M | Buy |
144,143
+96,098
| +200% | +$2.18M | 0.42% | 42 |
|
|
2024
Q3 | $3.2M | Sell |
48,045
-804
| -2% | -$53.5K | 0.4% | 43 |
|
|
2024
Q2 | $3.07M | Sell |
48,849
-1,924
| -4% | -$121K | 0.41% | 43 |
|
|
2024
Q1 | $3.1M | Sell |
50,773
-207
| -0.4% | -$12.6K | 0.42% | 43 |
|
|
2023
Q4 | $2.84M | Sell |
50,980
-716
| -1% | -$39.9K | 0.4% | 42 |
|
|
2023
Q3 | $2.58M | Sell |
51,696
-1,706
| -3% | -$85K | 0.39% | 44 |
|
|
2023
Q2 | $2.76M | Sell |
53,402
-534
| -1% | -$27.6K | 0.4% | 43 |
|
|
2023
Q1 | $2.58M | Sell |
53,936
-186
| -0.3% | -$8.9K | 0.4% | 43 |
|
|
2022
Q4 | $2.43M | Sell |
54,122
-883
| -2% | -$39.6K | 0.4% | 44 |
|
|
2022
Q3 | $2.31M | Sell |
55,005
-883
| -2% | -$37.1K | 0.43% | 44 |
|
|
2022
Q2 | $2.47M | Sell |
55,888
-212
| -0.4% | -$9.37K | 0.38% | 46 |
|
|
2022
Q1 | $3M | Buy |
56,100
+27,626
| +97% | +$1.47M | 0.4% | 43 |
|
|
2021
Q4 | $3.22M | Buy |
+28,474
| New | +$3.22M | 0.42% | 44 |
|