Smith Anglin 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
$624K Buy
26,165
+77
+0.3% +$1.84K 0.06% 110
2025
Q1
$562K Buy
26,088
+79
+0.3% +$1.7K 0.06% 110
2024
Q4
$590K Sell
26,009
-4,981
-16% -$113K 0.06% 105
2024
Q3
$687K Sell
30,990
-11,739
-27% -$260K 0.07% 97
2024
Q2
$895K Hold
42,729
0.09% 76
2024
Q1
$870K Hold
42,729
0.09% 81
2023
Q4
$793K Buy
42,729
+177
+0.4% +$3.28K 0.09% 83
2023
Q3
$707K Buy
42,552
+162
+0.4% +$2.69K 0.09% 82
2023
Q2
$731K Buy
42,390
+84
+0.2% +$1.45K 0.09% 79
2023
Q1
$675K Buy
42,306
+162
+0.4% +$2.58K 0.1% 78
2022
Q4
$630K Buy
42,144
+186
+0.4% +$2.78K 0.12% 72
2022
Q3
$587K Buy
41,958
+180
+0.4% +$2.52K 0.12% 69
2022
Q2
$615K Buy
41,778
+165
+0.4% +$2.43K 0.18% 62
2022
Q1
$741K Buy
41,613
+207
+0.5% +$3.69K 0.17% 55
2021
Q4
$780K Sell
41,406
-9,024
-18% -$170K 0.13% 66
2021
Q3
$873K Buy
50,430
+162
+0.3% +$2.8K 0.17% 63
2021
Q2
$874K Buy
50,268
+150
+0.3% +$2.61K 0.17% 64
2021
Q1
$808K Buy
50,118
+150
+0.3% +$2.42K 0.17% 65
2020
Q4
$758K Buy
+49,968
New +$758K 0.14% 57