Silver Oak Advisory 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 | $3.91M | Sell |
163,945
-10,514
| -6% | -$250K | 1.89% | 12 |
|
|
2025
Q1 | $3.76M | Sell |
174,459
-13,944
| -7% | -$300K | 1.99% | 12 |
|
|
2024
Q4 | $4.28M | Sell |
188,403
-5,175
| -3% | -$117K | 2.26% | 12 |
|
|
2024
Q3 | $4.29M | Sell |
193,578
-1,062
| -0.5% | -$23.5K | 2.2% | 12 |
|
|
2024
Q2 | $4.08M | Sell |
194,640
-4,359
| -2% | -$91.4K | 2.27% | 12 |
|
|
2024
Q1 | $4.05M | Sell |
198,999
-8,235
| -4% | -$168K | 2.27% | 12 |
|
|
2023
Q4 | $3.85M | Sell |
207,234
-18,063
| -8% | -$335K | 2.26% | 12 |
|
|
2023
Q3 | $3.74M | Sell |
225,297
-819
| -0.4% | -$13.6K | 2.42% | 11 |
|
|
2023
Q2 | $3.9M | Sell |
226,116
-3,207
| -1% | -$55.3K | 2.55% | 11 |
|
|
2023
Q1 | $3.66M | Sell |
229,323
-2,838
| -1% | -$45.3K | 2.46% | 12 |
|
|
2022
Q4 | $3.47M | Buy |
232,161
+6,813
| +3% | +$102K | 2.44% | 12 |
|
|
2022
Q3 | $3.15M | Sell |
225,348
-42,171
| -16% | -$590K | 2.36% | 12 |
|
|
2022
Q2 | $3.94M | Sell |
267,519
-20,559
| -7% | -$303K | 2.79% | 10 |
|
|
2022
Q1 | $5.13M | Sell |
288,078
-5,790
| -2% | -$103K | 3.35% | 10 |
|
|
2021
Q4 | $5.54M | Buy |
+293,868
| New | +$5.54M | 3.5% | 10 |
|