Squire Investment Management Company’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 | $286K | Hold |
12,002
| – | – | 0.11% | 58 |
|
|
2025
Q1 | $258K | Buy |
12,002
+2
| +0% | +$43 | 0.11% | 59 |
|
|
2024
Q4 | $272K | Hold |
12,000
| – | – | 0.12% | 59 |
|
|
2024
Q3 | $266K | Hold |
12,000
| – | – | 0.13% | 58 |
|
|
2024
Q2 | $251K | Hold |
12,000
| – | – | 0.14% | 52 |
|
|
2024
Q1 | $244K | Hold |
12,000
| – | – | 0.15% | 50 |
|
|
2023
Q4 | $223K | Buy |
+12,000
| New | +$223K | 0.18% | 48 |
|