Schaeffer Financial’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 | $20.5M | Buy |
858,887
+16,314
| +2% | +$389K | 19.99% | 1 |
|
|
2025
Q1 | $18.1M | Sell |
842,573
-16,539
| -2% | -$356K | 20.02% | 2 |
|
|
2024
Q4 | $19.5M | Buy |
859,112
+4,490
| +0.5% | +$102K | 19.45% | 1 |
|
|
2024
Q3 | $18.9M | Buy |
854,622
+6,969
| +0.8% | +$155K | 19.25% | 1 |
|
|
2024
Q2 | $17.8M | Sell |
847,653
-11,670
| -1% | -$245K | 19.28% | 1 |
|
|
2024
Q1 | $17.5M | Sell |
859,323
-240
| -0% | -$4.88K | 17.41% | 2 |
|
|
2023
Q4 | $16M | Buy |
+859,563
| New | +$16M | 16.89% | 2 |
|
|
2022
Q3 | $10.2M | Buy |
726,210
+21,528
| +3% | +$301K | 18.9% | 1 |
|
|
2022
Q2 | $10.4M | Sell |
704,682
-648
| -0.1% | -$9.55K | 16.84% | 2 |
|
|
2022
Q1 | $12.6M | Sell |
705,330
-45,168
| -6% | -$804K | 16.94% | 2 |
|
|
2021
Q4 | $14.1M | Buy |
+750,498
| New | +$14.1M | 17.89% | 2 |
|