Smartleaf Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $745K | Buy |
31,420
+19,935
| +174% | +$473K | 0.07% | 304 |
|
2025
Q1 | $246K | Buy |
11,485
+10,857
| +1,729% | +$233K | 0.02% | 509 |
|
2024
Q4 | $14.3K | Sell |
628
-482
| -43% | -$11K | ﹤0.01% | 1834 |
|
2024
Q3 | $24.5K | Buy |
1,110
+459
| +71% | +$10.1K | ﹤0.01% | 1241 |
|
2024
Q2 | $13.7K | Buy |
651
+87
| +15% | +$1.83K | ﹤0.01% | 1237 |
|
2024
Q1 | $11.5K | Buy |
+564
| New | +$11.5K | ﹤0.01% | 984 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 1105 |
|