Sowell Financial Services’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 | $441K | Sell |
18,513
-2,885
| -13% | -$68.7K | 0.02% | 647 |
|
|
2025
Q1 | $461K | Sell |
21,398
-121
| -0.6% | -$2.61K | 0.02% | 607 |
|
|
2024
Q4 | $488K | Buy |
+21,519
| New | +$488K | 0.03% | 413 |
|
|
2023
Q3 | – | Sell |
-51,657
| Closed | -$890K | – | 589 |
|
|
2023
Q2 | $890K | Buy |
51,657
+9,531
| +23% | +$164K | 0.05% | 375 |
|
|
2023
Q1 | $672K | Sell |
42,126
-975
| -2% | -$15.6K | 0.05% | 380 |
|
|
2022
Q4 | $644K | Buy |
43,101
+261
| +0.6% | +$3.9K | 0.04% | 391 |
|
|
2022
Q3 | $600K | Buy |
+42,840
| New | +$600K | 0.06% | 296 |
|
|
2022
Q1 | – | Sell |
-83,616
| Closed | -$1.58M | – | 437 |
|
|
2021
Q4 | $1.58M | Sell |
83,616
-8,400
| -9% | -$158K | 0.09% | 247 |
|
|
2021
Q3 | $1.59M | Sell |
92,016
-22,218
| -19% | -$385K | 0.11% | 215 |
|
|
2021
Q2 | $1.99M | Sell |
114,234
-90,810
| -44% | -$1.58M | 0.13% | 189 |
|
|
2021
Q1 | $3.47M | Buy |
205,044
+6,630
| +3% | +$112K | 0.12% | 165 |
|
|
2020
Q4 | $3.01M | Sell |
198,414
-12,468
| -6% | -$189K | 0.13% | 142 |
|
|
2020
Q3 | $2.8M | Buy |
210,882
+47,136
| +29% | +$626K | 0.14% | 131 |
|
|
2020
Q2 | $2.01M | Buy |
163,746
+34,332
| +27% | +$420K | 0.11% | 173 |
|
|
2020
Q1 | $1.3M | Sell |
129,414
-135,306
| -51% | -$1.36M | 0.1% | 212 |
|
|
2019
Q4 | $3.39M | Buy |
264,720
+128,148
| +94% | +$1.64M | 0.26% | 81 |
|
|
2019
Q3 | $1.62M | Buy |
+136,572
| New | +$1.62M | 0.13% | 164 |
|
|
2019
Q1 | $401K | Sell |
35,376
-6,540
| -16% | -$74.1K | 0.04% | 382 |
|
|
2018
Q4 | $419K | Sell |
41,916
-78,978
| -65% | -$789K | 0.06% | 313 |
|
|
2018
Q3 | $1.22M | Buy |
+120,894
| New | +$1.22M | 0.18% | 104 |
|