Strategic 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 | $23.4M | Buy |
982,798
+31,906
| +3% | +$760K | 14.58% | 1 |
|
|
2025
Q1 | $20.5M | Buy |
950,892
+2,646
| +0.3% | +$57K | 14.12% | 1 |
|
|
2024
Q4 | $21.5M | Sell |
948,246
-20,664
| -2% | -$469K | 14.67% | 1 |
|
|
2024
Q3 | $21.5M | Sell |
968,910
-57,582
| -6% | -$1.28M | 14.2% | 1 |
|
|
2024
Q2 | $21.5M | Buy |
1,026,492
+47,775
| +5% | +$1M | 15.51% | 1 |
|
|
2024
Q1 | $19.9M | Sell |
978,717
-38,970
| -4% | -$793K | 14.9% | 1 |
|
|
2023
Q4 | $18.9M | Buy |
1,017,687
+73,092
| +8% | +$1.36M | 14.76% | 1 |
|
|
2023
Q3 | $15.7M | Sell |
944,595
-12,081
| -1% | -$201K | 14.46% | 1 |
|
|
2023
Q2 | $16.5M | Sell |
956,676
-20,043
| -2% | -$345K | 14.6% | 1 |
|
|
2023
Q1 | $15.6M | Buy |
976,719
+19,041
| +2% | +$304K | 14.23% | 1 |
|
|
2022
Q4 | $14.3M | Buy |
957,678
+28,836
| +3% | +$431K | 13.86% | 1 |
|
|
2022
Q3 | $13M | Buy |
928,842
+777
| +0.1% | +$10.9K | 13.54% | 1 |
|
|
2022
Q2 | $13.7M | Sell |
928,065
-41,031
| -4% | -$604K | 13.16% | 1 |
|
|
2022
Q1 | $17.2M | Sell |
969,096
-118,356
| -11% | -$2.11M | 14.34% | 1 |
|
|
2021
Q4 | $20.5M | Sell |
1,087,452
-87,672
| -7% | -$1.65M | 14.71% | 1 |
|
|
2021
Q3 | $20.3M | Sell |
1,175,124
-23,904
| -2% | -$414K | 14.89% | 1 |
|
|
2021
Q2 | $20.8M | Sell |
1,199,028
-23,322
| -2% | -$405K | 15.04% | 1 |
|
|
2021
Q1 | $19.7M | Buy |
1,222,350
+146,646
| +14% | +$2.36M | 14.69% | 1 |
|
|
2020
Q4 | $16.3M | Buy |
1,075,704
+9,078
| +0.9% | +$138K | 14.3% | 1 |
|
|
2020
Q3 | $14.2M | Sell |
1,066,626
-13,956
| -1% | -$185K | 14.73% | 1 |
|
|
2020
Q2 | $13.2M | Sell |
1,080,582
-79,080
| -7% | -$968K | 14.73% | 1 |
|
|
2020
Q1 | $11.7M | Sell |
1,159,662
-196,026
| -14% | -$1.97M | 15.47% | 1 |
|
|
2019
Q4 | $17.4M | Buy |
+1,355,688
| New | +$17.4M | 16.89% | 1 |
|