Sage Financial Group’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 | $424K | Sell |
17,782
-6,278
| -26% | -$150K | 0.03% | 75 |
|
|
2025
Q1 | $518K | Buy |
24,060
+5,846
| +32% | +$126K | 0.04% | 67 |
|
|
2024
Q4 | $413K | Sell |
18,214
-875
| -5% | -$19.9K | 0.03% | 77 |
|
|
2024
Q3 | $423K | Sell |
19,089
-1,212
| -6% | -$26.9K | 0.03% | 76 |
|
|
2024
Q2 | $425K | Buy |
20,301
+3,762
| +23% | +$78.8K | 0.04% | 74 |
|
|
2024
Q1 | $337K | Buy |
16,539
+228
| +1% | +$4.64K | 0.03% | 82 |
|
|
2023
Q4 | $303K | Sell |
16,311
-1,980
| -11% | -$36.7K | 0.03% | 86 |
|
|
2023
Q3 | $304K | Buy |
18,291
+1,680
| +10% | +$27.9K | 0.03% | 81 |
|
|
2023
Q2 | $286K | Buy |
16,611
+264
| +2% | +$4.55K | 0.03% | 85 |
|
|
2023
Q1 | $261K | Sell |
16,347
-1,557
| -9% | -$24.8K | 0.03% | 88 |
|
|
2022
Q4 | $267K | Buy |
17,904
+657
| +4% | +$9.81K | 0.03% | 84 |
|
|
2022
Q3 | $241K | Buy |
17,247
+1,428
| +9% | +$20K | 0.03% | 81 |
|
|
2022
Q2 | $233K | Buy |
+15,819
| New | +$233K | 0.03% | 84 |
|