Souders Financial Advisors’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 | $2.35M | Sell |
98,485
-21,735
| -18% | -$518K | 0.3% | 48 |
|
|
2025
Q1 | $2.59M | Sell |
120,220
-107,686
| -47% | -$2.32M | 0.36% | 49 |
|
|
2024
Q4 | $5.17M | Sell |
227,906
-43,984
| -16% | -$998K | 0.72% | 35 |
|
|
2024
Q3 | $6.03M | Buy |
271,890
+4,350
| +2% | +$96.5K | 0.84% | 33 |
|
|
2024
Q2 | $5.61M | Buy |
267,540
+18,669
| +8% | +$391K | 0.85% | 37 |
|
|
2024
Q1 | $5.06M | Buy |
248,871
+7,785
| +3% | +$158K | 0.8% | 37 |
|
|
2023
Q4 | $4.47M | Buy |
241,086
+51
| +0% | +$946 | 0.77% | 36 |
|
|
2023
Q3 | $4.01M | Buy |
241,035
+5,715
| +2% | +$95K | 0.77% | 38 |
|
|
2023
Q2 | $4.06M | Buy |
235,320
+20,835
| +10% | +$359K | 0.78% | 38 |
|
|
2023
Q1 | $3.42M | Sell |
214,485
-22,284
| -9% | -$355K | 0.73% | 37 |
|
|
2022
Q4 | $3.54M | Buy |
236,769
+17,025
| +8% | +$254K | 0.81% | 36 |
|
|
2022
Q3 | $3.08M | Buy |
219,744
+16,023
| +8% | +$224K | 0.84% | 35 |
|
|
2022
Q2 | $3M | Buy |
203,721
+4,452
| +2% | +$65.6K | 0.86% | 32 |
|
|
2022
Q1 | $3.55M | Sell |
199,269
-3,951
| -2% | -$70.3K | 1.03% | 29 |
|
|
2021
Q4 | $3.83M | Buy |
203,220
+15,282
| +8% | +$288K | 1.1% | 24 |
|
|
2021
Q3 | $3.25M | Sell |
187,938
-2,292
| -1% | -$39.7K | 1.05% | 27 |
|
|
2021
Q2 | $3.31M | Sell |
190,230
-20,340
| -10% | -$353K | 1.11% | 26 |
|
|
2021
Q1 | $3.39M | Buy |
210,570
+2,820
| +1% | +$45.5K | 1.33% | 19 |
|
|
2020
Q4 | $3.15M | Buy |
207,750
+9,312
| +5% | +$141K | 1.37% | 18 |
|
|
2020
Q3 | $2.8M | Buy |
198,438
+15,378
| +8% | +$217K | 1.32% | 22 |
|
|
2020
Q2 | $2.24M | Buy |
+183,060
| New | +$2.24M | 1.28% | 22 |
|