Shira Ridge 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 | $503K | Hold |
21,114
| – | – | 0.23% | 49 |
|
|
2025
Q1 | $455K | Hold |
21,114
| – | – | 0.23% | 51 |
|
|
2024
Q4 | $479K | Hold |
21,114
| – | – | 0.23% | 50 |
|
|
2024
Q3 | $468K | Hold |
21,114
| – | – | 0.24% | 57 |
|
|
2024
Q2 | $442K | Hold |
21,114
| – | – | 0.25% | 55 |
|
|
2024
Q1 | $430K | Hold |
21,114
| – | – | 0.25% | 56 |
|
|
2023
Q4 | $392K | Hold |
21,114
| – | – | 0.24% | 54 |
|
|
2023
Q3 | $351K | Hold |
21,114
| – | – | 0.23% | 54 |
|
|
2023
Q2 | $364K | Hold |
21,114
| – | – | 0.23% | 53 |
|
|
2023
Q1 | $337K | Hold |
21,114
| – | – | 0.22% | 54 |
|
|
2022
Q4 | $315K | Buy |
+21,114
| New | +$315K | 0.22% | 54 |
|