Spire Wealth Management’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 | $222K | Sell |
9,333
-17,138
| -65% | -$408K | 0.01% | 735 |
|
|
2025
Q1 | $570K | Sell |
26,471
-3,156
| -11% | -$67.9K | 0.02% | 532 |
|
|
2024
Q4 | $673K | Buy |
29,627
+1,706
| +6% | +$38.7K | 0.02% | 488 |
|
|
2024
Q3 | $619K | Sell |
27,921
-936
| -3% | -$20.8K | 0.02% | 473 |
|
|
2024
Q2 | $605K | Sell |
28,857
-13,611
| -32% | -$285K | 0.02% | 450 |
|
|
2024
Q1 | $864K | Buy |
42,468
+15
| +0% | +$305 | 0.02% | 404 |
|
|
2023
Q4 | $795K | Sell |
42,453
-1,383
| -3% | -$25.9K | 0.03% | 411 |
|
|
2023
Q3 | $728K | Buy |
43,836
+390
| +0.9% | +$6.48K | 0.03% | 399 |
|
|
2023
Q2 | $749K | Buy |
43,446
+12
| +0% | +$207 | 0.03% | 400 |
|
|
2023
Q1 | $693K | Buy |
43,434
+28,755
| +196% | +$459K | 0.03% | 410 |
|
|
2022
Q4 | $219K | Buy |
14,679
+3
| +0% | +$45 | 0.01% | 533 |
|
|
2022
Q3 | $205K | Sell |
14,676
-17,634
| -55% | -$246K | 0.01% | 527 |
|
|
2022
Q2 | $476K | Sell |
32,310
-18,324
| -36% | -$270K | 0.02% | 487 |
|
|
2022
Q1 | $901K | Sell |
50,634
-15,498
| -23% | -$276K | 0.02% | 411 |
|
|
2021
Q4 | $1.25M | Sell |
66,132
-19,386
| -23% | -$365K | 0.03% | 407 |
|
|
2021
Q3 | $1.48M | Buy |
85,518
+2,730
| +3% | +$47.2K | 0.04% | 331 |
|
|
2021
Q2 | $1.44M | Sell |
82,788
-8,250
| -9% | -$143K | 0.04% | 344 |
|
|
2021
Q1 | $1.46M | Buy |
+91,038
| New | +$1.46M | 0.04% | 347 |
|