Smith Salley 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 | $1.16M | Buy |
48,728
+1,135
| +2% | +$27K | 0.07% | 137 |
|
|
2025
Q1 | $1.02M | Sell |
47,593
-9,254
| -16% | -$199K | 0.07% | 141 |
|
|
2024
Q4 | $1.29M | Buy |
56,847
+3,453
| +6% | +$78.4K | 0.08% | 128 |
|
|
2024
Q3 | $1.18M | Hold |
53,394
| – | – | 0.08% | 130 |
|
|
2024
Q2 | $1.12M | Buy |
53,394
+12
| +0% | +$251 | 0.08% | 129 |
|
|
2024
Q1 | $1.09M | Sell |
53,382
-348
| -0.6% | -$7.08K | 0.08% | 123 |
|
|
2023
Q4 | $997K | Sell |
53,730
-2,049
| -4% | -$38K | 0.06% | 141 |
|
|
2023
Q3 | $927K | Hold |
55,779
| – | – | 0.07% | 135 |
|
|
2023
Q2 | $961K | Hold |
55,779
| – | – | 0.07% | 130 |
|
|
2023
Q1 | $890K | Sell |
55,779
-3,000
| -5% | -$47.8K | 0.07% | 135 |
|
|
2022
Q4 | $878K | Hold |
58,779
| – | – | 0.08% | 133 |
|
|
2022
Q3 | $823K | Hold |
58,779
| – | – | 0.08% | 132 |
|
|
2022
Q2 | $866K | Hold |
58,779
| – | – | 0.07% | 137 |
|
|
2022
Q1 | $1.05M | Sell |
58,779
-15
| -0% | -$267 | 0.08% | 138 |
|
|
2021
Q4 | $1.11M | Hold |
58,794
| – | – | 0.08% | 141 |
|
|
2021
Q3 | $1.02M | Hold |
58,794
| – | – | 0.08% | 141 |
|
|
2021
Q2 | $1.02M | Hold |
58,794
| – | – | 0.08% | 141 |
|
|
2021
Q1 | $948K | Hold |
58,794
| – | – | 0.09% | 128 |
|
|
2020
Q4 | $892K | Buy |
58,794
+28,158
| +92% | +$427K | 0.09% | 123 |
|
|
2020
Q3 | $407K | Hold |
30,636
| – | – | 0.05% | 140 |
|
|
2020
Q2 | $375K | Hold |
30,636
| – | – | 0.05% | 139 |
|
|
2020
Q1 | $309K | Hold |
30,636
| – | – | 0.05% | 148 |
|
|
2019
Q4 | $393K | Hold |
30,636
| – | – | 0.05% | 142 |
|
|
2019
Q3 | $363K | Hold |
30,636
| – | – | 0.05% | 148 |
|
|
2019
Q2 | $360K | Buy |
+30,636
| New | +$360K | 0.05% | 146 |
|