Strategic Family Wealth Counselors’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 | $5.96M | Sell |
250,238
-414
| -0.2% | -$9.87K | 1.7% | 20 |
|
|
2025
Q1 | $5.4M | Sell |
250,652
-6,065
| -2% | -$131K | 1.75% | 18 |
|
|
2024
Q4 | $5.83M | Buy |
256,717
+1,696
| +0.7% | +$38.5K | 1.9% | 18 |
|
|
2024
Q3 | $5.65M | Buy |
255,021
+1,740
| +0.7% | +$38.6K | 1.98% | 18 |
|
|
2024
Q2 | $5.31M | Sell |
253,281
-1,884
| -0.7% | -$39.5K | 2.02% | 18 |
|
|
2024
Q1 | $5.19M | Buy |
255,165
+2,019
| +0.8% | +$41.1K | 2.05% | 17 |
|
|
2023
Q4 | $4.7M | Sell |
253,146
-20,253
| -7% | -$376K | 1.97% | 19 |
|
|
2023
Q3 | $4.54M | Buy |
273,399
+315
| +0.1% | +$5.23K | 2.18% | 20 |
|
|
2023
Q2 | $4.71M | Buy |
273,084
+738
| +0.3% | +$12.7K | 2.16% | 20 |
|
|
2023
Q1 | $4.34M | Sell |
272,346
-8,820
| -3% | -$141K | 2.06% | 19 |
|
|
2022
Q4 | $4.2M | Buy |
281,166
+285
| +0.1% | +$4.26K | 2.08% | 18 |
|
|
2022
Q3 | $3.93M | Sell |
280,881
-2,631
| -0.9% | -$36.8K | 1.93% | 19 |
|
|
2022
Q2 | $4.18M | Buy |
283,512
+12,978
| +5% | +$191K | 2% | 18 |
|
|
2022
Q1 | $4.82M | Sell |
270,534
-4,794
| -2% | -$85.3K | 1.94% | 19 |
|
|
2021
Q4 | $5.19M | Sell |
275,328
-8,412
| -3% | -$158K | 1.66% | 19 |
|
|
2021
Q3 | $4.91M | Buy |
283,740
+90
| +0% | +$1.56K | 1.68% | 17 |
|
|
2021
Q2 | $4.93M | Sell |
283,650
-366
| -0.1% | -$6.36K | 1.61% | 15 |
|
|
2021
Q1 | $4.58M | Buy |
284,016
+2,034
| +0.7% | +$32.8K | 1.73% | 15 |
|
|
2020
Q4 | $4.28M | Buy |
281,982
+1,824
| +0.7% | +$27.7K | 2.21% | 12 |
|
|
2020
Q3 | $3.72M | Sell |
280,158
-12,276
| -4% | -$163K | 2.09% | 13 |
|
|
2020
Q2 | $3.58M | Sell |
292,434
-7,452
| -2% | -$91.3K | 2.25% | 11 |
|
|
2020
Q1 | $3.02M | Sell |
299,886
-32,664
| -10% | -$329K | 2.26% | 14 |
|
|
2019
Q4 | $4.26M | Sell |
332,550
-6,474
| -2% | -$83K | 3.44% | 9 |
|
|
2019
Q3 | $4.01M | Sell |
339,024
-20,790
| -6% | -$246K | 3.04% | 11 |
|
|
2019
Q2 | $4.23M | Buy |
359,814
+19,602
| +6% | +$230K | 3.28% | 8 |
|
|
2019
Q1 | $3.86M | Buy |
340,212
+14,232
| +4% | +$161K | 3.12% | 8 |
|
|
2018
Q4 | $3.26M | Buy |
+325,980
| New | +$3.26M | 3.69% | 8 |
|