Strategic Financial Concepts’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 | $5.06M | Sell |
212,462
-13,965
| -6% | -$333K | 0.71% | 26 |
|
|
2025
Q1 | $4.87M | Sell |
226,427
-1,795
| -0.8% | -$38.6K | 0.91% | 28 |
|
|
2024
Q4 | $5.18M | Buy |
228,222
+2,517
| +1% | +$57.1K | 0.99% | 28 |
|
|
2024
Q3 | $5M | Sell |
225,705
-13,863,303
| -98% | -$307M | 1.59% | 15 |
|
|
2024
Q2 | $291K | Buy |
14,089,008
+13,865,811
| +6,212% | +$286K | 0.17% | 105 |
|
|
2024
Q1 | $4.54M | Buy |
+223,197
| New | +$4.54M | 1.09% | 25 |
|
|
2023
Q4 | – | Sell |
-215,670
| Closed | -$3.58M | – | 236 |
|
|
2023
Q3 | $3.58M | Buy |
215,670
+8,175
| +4% | +$136K | 1.21% | 21 |
|
|
2023
Q2 | $3.58M | Sell |
207,495
-705
| -0.3% | -$12.1K | 1.32% | 18 |
|
|
2023
Q1 | $3.32M | Buy |
+208,200
| New | +$3.32M | 1.34% | 17 |
|