Sterling Financial Planning’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 | $230K | Buy |
9,641
+28
| +0.3% | +$667 | 0.08% | 107 |
|
|
2025
Q1 | $207K | Buy |
9,613
+30
| +0.3% | +$646 | 0.08% | 107 |
|
|
2024
Q4 | $218K | Buy |
9,583
+34
| +0.4% | +$772 | 0.08% | 103 |
|
|
2024
Q3 | $212K | Buy |
+9,549
| New | +$212K | 0.08% | 107 |
|
|
2022
Q1 | – | Sell |
-10,728
| Closed | -$202K | – | 100 |
|
|
2021
Q4 | $202K | Buy |
10,728
+42
| +0.4% | +$791 | 0.13% | 94 |
|
|
2021
Q3 | $185K | Buy |
10,686
+30
| +0.3% | +$519 | 0.12% | 91 |
|
|
2021
Q2 | $185K | Buy |
10,656
+36
| +0.3% | +$625 | 0.12% | 90 |
|
|
2021
Q1 | $171K | Buy |
10,620
+30
| +0.3% | +$483 | 0.12% | 85 |
|
|
2020
Q4 | $161K | Buy |
+10,590
| New | +$161K | 0.13% | 82 |
|