Sound Income Strategies’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 | $715 | Hold |
30
| – | – | ﹤0.01% | 1414 |
|
|
2025
Q1 | $646 | Sell |
30
-111
| -79% | -$2.39K | ﹤0.01% | 1395 |
|
|
2024
Q4 | $3.2K | Buy |
141
+111
| +370% | +$2.52K | ﹤0.01% | 1086 |
|
|
2024
Q3 | $665 | Hold |
30
| – | – | ﹤0.01% | 1287 |
|
|
2024
Q2 | $629 | Hold |
30
| – | – | ﹤0.01% | 1253 |
|
|
2024
Q1 | $611 | Sell |
30
-1,866
| -98% | -$38K | ﹤0.01% | 1220 |
|
|
2023
Q4 | $35.2K | Buy |
1,896
+435
| +30% | +$8.07K | ﹤0.01% | 473 |
|
|
2023
Q3 | $24.3K | Buy |
+1,461
| New | +$24.3K | ﹤0.01% | 404 |
|
|
2023
Q1 | – | Sell |
-1,914
| Closed | -$28.6K | – | 1132 |
|
|
2022
Q4 | $28.6K | Buy |
+1,914
| New | +$28.6K | ﹤0.01% | 340 |
|
|
2020
Q3 | – | Sell |
-18
| Closed | – | – | 922 |
|
|
2020
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 864 |
|
|
2020
Q1 | $0 | Sell |
18
-1,386
| -99% | – | ﹤0.01% | 859 |
|
|
2019
Q4 | $18K | Buy |
+1,404
| New | +$18K | ﹤0.01% | 247 |
|