Successful Portfolios’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 | $5.02M | Sell |
210,724
-6,893
| -3% | -$164K | 3.09% | 8 |
|
|
2025
Q1 | $4.69M | Sell |
217,617
-1,192
| -0.5% | -$25.7K | 3.19% | 8 |
|
|
2024
Q4 | $4.97M | Buy |
218,809
+2,032
| +0.9% | +$46.1K | 3.32% | 6 |
|
|
2024
Q3 | $4.81M | Buy |
216,777
+1,221
| +0.6% | +$27.1K | 3.25% | 7 |
|
|
2024
Q2 | $4.52M | Sell |
215,556
-840
| -0.4% | -$17.6K | 3.16% | 7 |
|
|
2024
Q1 | $4.4M | Buy |
216,396
+3,450
| +2% | +$70.2K | 3% | 6 |
|
|
2023
Q4 | $3.95M | Buy |
212,946
+969
| +0.5% | +$18K | 2.95% | 6 |
|
|
2023
Q3 | $3.52M | Sell |
211,977
-10,164
| -5% | -$169K | 3.12% | 6 |
|
|
2023
Q2 | $3.83M | Sell |
222,141
-250,032
| -53% | -$4.31M | 3.3% | 6 |
|
|
2023
Q1 | $7.53M | Sell |
472,173
-10,236
| -2% | -$163K | 4.73% | 3 |
|
|
2022
Q4 | $7.21M | Buy |
482,409
+39,612
| +9% | +$592K | 4.7% | 3 |
|
|
2022
Q3 | $6.2M | Sell |
442,797
-645
| -0.1% | -$9.03K | 4.49% | 3 |
|
|
2022
Q2 | $6.53M | Buy |
443,442
+41,571
| +10% | +$612K | 4.4% | 3 |
|
|
2022
Q1 | $7.15M | Buy |
401,871
+26,823
| +7% | +$477K | 4.07% | 3 |
|
|
2021
Q4 | $7.06M | Buy |
375,048
+25,572
| +7% | +$482K | 3.84% | 3 |
|
|
2021
Q3 | $6.05M | Buy |
349,476
+20,220
| +6% | +$350K | 3.61% | 3 |
|
|
2021
Q2 | $5.72M | Sell |
329,256
-5,652
| -2% | -$98.2K | 3.47% | 3 |
|
|
2021
Q1 | $5.4M | Buy |
334,908
+3,888
| +1% | +$62.7K | 3.56% | 3 |
|
|
2020
Q4 | $5.02M | Sell |
331,020
-10,356
| -3% | -$157K | 3.6% | 3 |
|
|
2020
Q3 | $4.53M | Sell |
341,376
-23,280
| -6% | -$309K | 3.62% | 3 |
|
|
2020
Q2 | $4.47M | Sell |
364,656
-75,246
| -17% | -$921K | 3.93% | 3 |
|
|
2020
Q1 | $4.43M | Sell |
439,902
-107,466
| -20% | -$1.08M | 4.48% | 3 |
|
|
2019
Q4 | $7.01M | Sell |
547,368
-51,798
| -9% | -$664K | 6.24% | 2 |
|
|
2019
Q3 | $7.09M | Buy |
599,166
+51,000
| +9% | +$604K | 6.66% | 2 |
|
|
2019
Q2 | $6.44M | Buy |
548,166
+14,220
| +3% | +$167K | 6.91% | 2 |
|
|
2019
Q1 | $6.06M | Buy |
533,946
+60,282
| +13% | +$684K | 6.62% | 2 |
|
|
2018
Q4 | $4.73M | Buy |
473,664
+40,266
| +9% | +$402K | 6.05% | 2 |
|
|
2018
Q3 | $5.08M | Buy |
433,398
+3,210
| +0.7% | +$37.7K | 5.54% | 2 |
|
|
2018
Q2 | $4.73M | Buy |
430,188
+28,440
| +7% | +$313K | 5.53% | 2 |
|
|
2018
Q1 | $4.27M | Buy |
401,748
+21,546
| +6% | +$229K | 5.19% | 2 |
|
|
2017
Q4 | $4.09M | Buy |
+380,202
| New | +$4.09M | 5.08% | 2 |
|