Solutions 4 Wealth’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 | $437K | Sell |
18,355
-1,831
| -9% | -$43.6K | 0.73% | 35 |
|
|
2025
Q1 | $435K | Buy |
20,186
+17
| +0.1% | +$366 | 0.77% | 31 |
|
|
2024
Q4 | $458K | Buy |
20,169
+21
| +0.1% | +$477 | 0.83% | 29 |
|
|
2024
Q3 | $447K | Buy |
20,148
+36
| +0.2% | +$798 | 0.87% | 31 |
|
|
2024
Q2 | $421K | Sell |
20,112
-630
| -3% | -$13.2K | 0.96% | 25 |
|
|
2024
Q1 | $422K | Buy |
20,742
+18
| +0.1% | +$366 | 1.19% | 21 |
|
|
2023
Q4 | $385K | Buy |
+20,724
| New | +$385K | 1.26% | 21 |
|