Summit Financial’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 | $10M | Buy |
421,032
+183,584
| +77% | +$4.37M | 0.23% | 81 |
|
|
2025
Q1 | $5.11M | Buy |
237,448
+141,455
| +147% | +$3.05M | 0.14% | 133 |
|
|
2024
Q4 | $2.18M | Buy |
95,993
+29,273
| +44% | +$664K | 0.08% | 198 |
|
|
2024
Q3 | $1.48M | Buy |
66,720
+47,262
| +243% | +$1.05M | 0.06% | 211 |
|
|
2024
Q2 | $409K | Buy |
+19,458
| New | +$409K | 0.02% | 360 |
|