Summit X LLC’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 | – | Sell |
-9,930
| Closed | -$214K | – | 268 |
|
|
2025
Q1 | $214K | Sell |
9,930
-348
| -3% | -$7.49K | 0.04% | 213 |
|
|
2024
Q4 | $233K | Hold |
10,278
| – | – | 0.05% | 197 |
|
|
2024
Q3 | $215K | Sell |
10,278
-9,930
| -49% | -$208K | 0.05% | 196 |
|
|
2024
Q2 | $431K | Buy |
20,208
+9,930
| +97% | +$212K | 0.1% | 134 |
|
|
2024
Q1 | $209K | Buy |
+10,278
| New | +$209K | 0.05% | 197 |
|