Strategic Equity 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 | $319K | Sell |
13,376
-1,347
| -9% | -$32.1K | 0.12% | 55 |
|
|
2025
Q1 | $317K | Buy |
14,723
+1,257
| +9% | +$27.1K | 0.13% | 48 |
|
|
2024
Q4 | $306K | Sell |
13,466
-1,273
| -9% | -$28.9K | 0.13% | 45 |
|
|
2024
Q3 | $327K | Sell |
14,739
-1,191
| -7% | -$26.4K | 0.16% | 45 |
|
|
2024
Q2 | $334K | Sell |
15,930
-3,993
| -20% | -$83.7K | 0.22% | 34 |
|
|
2024
Q1 | $405K | Sell |
19,923
-504
| -2% | -$10.3K | 0.34% | 26 |
|
|
2023
Q4 | $379K | Sell |
20,427
-132,249
| -87% | -$2.45M | 0.43% | 21 |
|
|
2023
Q3 | $2.54M | Sell |
152,676
-3,918
| -3% | -$65.1K | 0.96% | 17 |
|
|
2023
Q2 | $2.7M | Sell |
156,594
-6,834
| -4% | -$118K | 0.92% | 17 |
|
|
2023
Q1 | $2.61M | Sell |
163,428
-97,533
| -37% | -$1.56M | 0.93% | 20 |
|
|
2022
Q4 | $3.9M | Buy |
+260,961
| New | +$3.9M | 1.5% | 17 |
|
|
2022
Q3 | – | Sell |
-82,398
| Closed | -$1.21M | – | 44 |
|
|
2022
Q2 | $1.21M | Sell |
82,398
-3,981
| -5% | -$58.7K | 0.63% | 20 |
|
|
2022
Q1 | $1.54M | Buy |
+86,379
| New | +$1.54M | 0.55% | 22 |
|