Silver Oak Securities’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 | $1.88M | Sell |
78,823
-325
| -0.4% | -$7.75K | 0.15% | 148 |
|
|
2025
Q1 | $1.7M | Sell |
79,148
-31,381
| -28% | -$673K | 0.16% | 149 |
|
|
2024
Q4 | $2.52M | Sell |
110,529
-3,429
| -3% | -$78.1K | 0.23% | 95 |
|
|
2024
Q3 | $2.52M | Buy |
113,958
+84,960
| +293% | +$1.88M | 0.27% | 84 |
|
|
2024
Q2 | $608K | Buy |
28,998
+1,989
| +7% | +$41.7K | 0.09% | 194 |
|
|
2024
Q1 | $550K | Sell |
27,009
-91,017
| -77% | -$1.85M | 0.08% | 213 |
|
|
2023
Q4 | $2.19M | Buy |
118,026
+90,861
| +334% | +$1.69M | 0.29% | 73 |
|
|
2023
Q3 | $451K | Sell |
27,165
-34,620
| -56% | -$575K | 0.1% | 171 |
|
|
2023
Q2 | $1.07M | Buy |
61,785
+48,507
| +365% | +$836K | 0.17% | 119 |
|
|
2023
Q1 | $212K | Sell |
13,278
-4,452
| -25% | -$71.1K | 0.03% | 364 |
|
|
2022
Q4 | $265K | Sell |
17,730
-9,435
| -35% | -$141K | 0.05% | 248 |
|
|
2022
Q3 | $451K | Buy |
27,165
+8,190
| +43% | +$136K | 0.1% | 171 |
|
|
2022
Q2 | $294K | Buy |
+18,975
| New | +$294K | 0.07% | 204 |
|