SYM Financial Corp’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 | $24.3M | Buy |
1,021,775
+19,221
| +2% | +$458K | 2.73% | 6 |
|
|
2025
Q1 | $21.6M | Buy |
1,002,554
+222,348
| +28% | +$4.79M | 2.66% | 6 |
|
|
2024
Q4 | $17.7M | Buy |
780,206
+3,806
| +0.5% | +$86.4K | 2.29% | 7 |
|
|
2024
Q3 | $17.2M | Buy |
776,400
+399
| +0.1% | +$8.85K | 2.3% | 7 |
|
|
2024
Q2 | $16.3M | Sell |
776,001
-45
| -0% | -$943 | 2.59% | 7 |
|
|
2024
Q1 | $15.8M | Sell |
776,046
-531,039
| -41% | -$10.8M | 2.61% | 8 |
|
|
2023
Q4 | $24.3M | Sell |
1,307,085
-322,065
| -20% | -$5.98M | 3.93% | 8 |
|
|
2023
Q3 | $27.1M | Sell |
1,629,150
-1,263
| -0.1% | -$21K | 4.8% | 7 |
|
|
2023
Q2 | $28.1M | Buy |
1,630,413
+699
| +0% | +$12K | 5.69% | 6 |
|
|
2023
Q1 | $26M | Sell |
1,629,714
-9,786
| -0.6% | -$156K | 5.74% | 6 |
|
|
2022
Q4 | $24.5M | Buy |
1,639,500
+12,351
| +0.8% | +$184K | 5.82% | 6 |
|
|
2022
Q3 | $22.8M | Sell |
1,627,149
-30,498
| -2% | -$427K | 11.03% | 5 |
|
|
2022
Q2 | $24.4M | Buy |
1,657,647
+40,131
| +2% | +$591K | 11.55% | 4 |
|
|
2022
Q1 | $28.8M | Sell |
1,617,516
-387,672
| -19% | -$6.9M | 12.38% | 3 |
|
|
2021
Q4 | $37.8M | Buy |
2,005,188
+24
| +0% | +$452 | 14.69% | 2 |
|
|
2021
Q3 | $34.7M | Sell |
2,005,164
-118,812
| -6% | -$2.06M | 20.37% | 1 |
|
|
2021
Q2 | $36.9M | Sell |
2,123,976
-207,120
| -9% | -$3.6M | 21.08% | 1 |
|
|
2021
Q1 | $37.6M | Sell |
2,331,096
-12
| -0% | -$193 | 21.62% | 1 |
|
|
2020
Q4 | $35.4M | Hold |
2,331,108
| – | – | 25.91% | 1 |
|
|
2020
Q3 | $30.9M | Sell |
2,331,108
-79,842
| -3% | -$1.06M | 23.17% | 1 |
|
|
2020
Q2 | $29.5M | Buy |
2,410,950
+5,988
| +0.2% | +$73.3K | 23.81% | 1 |
|
|
2020
Q1 | $24.2M | Hold |
2,404,962
| – | – | 24.35% | 1 |
|
|
2019
Q4 | $30.8M | Hold |
2,404,962
| – | – | 20.35% | 1 |
|
|
2019
Q3 | $28.5M | Hold |
2,404,962
| – | – | 19.04% | 3 |
|
|
2019
Q2 | $28.3M | Hold |
2,404,962
| – | – | 18.16% | 3 |
|
|
2019
Q1 | $27.3M | Hold |
2,404,962
| – | – | 17.25% | 3 |
|
|
2018
Q4 | $24M | Hold |
2,404,962
| – | – | 9.57% | 4 |
|
|
2018
Q3 | $28.2M | Sell |
2,404,962
-188,010
| -7% | -$2.21M | 15.81% | 3 |
|
|
2018
Q2 | $28.5M | Hold |
2,592,972
| – | – | 16.96% | 3 |
|
|
2018
Q1 | $27.6M | Hold |
2,592,972
| – | – | 16.82% | 3 |
|
|
2017
Q4 | $27.9M | Buy |
+2,592,972
| New | +$27.9M | 12.64% | 3 |
|