SFG
Socha Financial Group’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 | $22.2M | Sell |
931,488
-2,271,625
| -71% | -$54.1M | 9.88% | 4 |
|
|
2025
Q1 | $69M | Buy |
3,203,113
+102,133
| +3% | +$2.2M | 33.7% | 1 |
|
|
2024
Q4 | $70.4M | Buy |
3,100,980
+2,068,382
| +200% | +$47M | 33% | 1 |
|
|
2024
Q3 | $68.7M | Buy |
1,032,598
+21,008
| +2% | +$1.4M | 29.8% | 1 |
|
|
2024
Q2 | $63.6M | Buy |
1,011,590
+18,991
| +2% | +$1.19M | 29.76% | 1 |
|
|
2024
Q1 | $60.6M | Buy |
992,599
+2,596
| +0.3% | +$158K | 26.58% | 1 |
|
|
2023
Q4 | $55.1M | Sell |
990,003
-5,740
| -0.6% | -$320K | 26.44% | 1 |
|
|
2023
Q3 | $49.6M | Buy |
995,743
+46,394
| +5% | +$2.31M | 26.4% | 1 |
|
|
2023
Q2 | $49.1M | Buy |
949,349
+43,184
| +5% | +$2.23M | 25.87% | 1 |
|
|
2023
Q1 | $43.4M | Buy |
906,165
+6,210
| +0.7% | +$297K | 27.99% | 1 |
|
|
2022
Q4 | $40.3M | Buy |
899,955
+22,284
| +3% | +$999K | 28.6% | 1 |
|
|
2022
Q3 | $36.9M | Buy |
877,671
+10,778
| +1% | +$453K | 31.64% | 1 |
|
|
2022
Q2 | $38.3M | Sell |
866,893
-5,630
| -0.6% | -$249K | 39.22% | 1 |
|
|
2022
Q1 | $46.6M | Buy |
872,523
+434,616
| +99% | +$23.2M | 38.2% | 1 |
|
|
2021
Q4 | $49.5M | Buy |
+437,907
| New | +$49.5M | 37.57% | 1 |
|