Texas Yale Capital 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 | $2.11M | Hold |
88,351
| – | – | 0.07% | 183 |
|
2025
Q1 | $1.9M | Buy |
88,351
+123
| +0.1% | +$2.65K | 0.08% | 191 |
|
2024
Q4 | $2M | Sell |
88,228
-2
| -0% | -$45 | 0.08% | 189 |
|
2024
Q3 | $1.96M | Hold |
88,230
| – | – | 0.09% | 194 |
|
2024
Q2 | $1.85M | Hold |
88,230
| – | – | 0.09% | 182 |
|
2024
Q1 | $1.8M | Hold |
88,230
| – | – | 0.08% | 191 |
|
2023
Q4 | $1.64M | Hold |
88,230
| – | – | 0.08% | 195 |
|
2023
Q3 | $1.47M | Sell |
88,230
-909
| -1% | -$15.1K | 0.07% | 192 |
|
2023
Q2 | $1.54M | Sell |
89,139
-8,217
| -8% | -$142K | 0.07% | 196 |
|
2023
Q1 | $1.55M | Hold |
97,356
| – | – | 0.08% | 194 |
|
2022
Q4 | $1.45M | Buy |
97,356
+1,503
| +2% | +$22.5K | 0.08% | 194 |
|
2022
Q3 | $1.34M | Hold |
95,853
| – | – | 0.09% | 196 |
|
2022
Q2 | $1.41M | Buy |
95,853
+3
| +0% | +$44 | 0.09% | 186 |
|
2022
Q1 | $1.71M | Sell |
95,850
-6
| -0% | -$107 | 0.09% | 184 |
|
2021
Q4 | $1.81M | Hold |
95,856
| – | – | 0.09% | 188 |
|
2021
Q3 | $1.66M | Buy |
95,856
+6,720
| +8% | +$116K | 0.09% | 188 |
|
2021
Q2 | $1.55M | Buy |
89,136
+6
| +0% | +$104 | 0.09% | 194 |
|
2021
Q1 | $1.44M | Hold |
89,130
| – | – | 0.09% | 195 |
|
2020
Q4 | $1.35M | Hold |
89,130
| – | – | 0.09% | 196 |
|
2020
Q3 | $1.18M | Hold |
89,130
| – | – | 0.09% | 193 |
|
2020
Q2 | $1.09M | Buy |
89,130
+720
| +0.8% | +$8.81K | 0.09% | 202 |
|
2020
Q1 | $890K | Sell |
88,410
-1,140
| -1% | -$11.5K | 0.09% | 205 |
|
2019
Q4 | $1.15M | Buy |
89,550
+36
| +0% | +$461 | 0.08% | 223 |
|
2019
Q3 | $1.06M | Hold |
89,514
| – | – | 0.08% | 231 |
|
2019
Q2 | $1.05M | Sell |
89,514
-89,514
| -50% | -$1.05M | 0.08% | 231 |
|
2019
Q1 | $2.03M | Buy |
179,028
+89,514
| +100% | +$1.02M | 0.08% | 224 |
|
2018
Q4 | $894K | Buy |
89,514
+90
| +0.1% | +$899 | 0.08% | 220 |
|
2018
Q3 | $1.05M | Hold |
89,424
| – | – | 0.08% | 223 |
|
2018
Q2 | $983K | Hold |
89,424
| – | – | 0.08% | 220 |
|
2018
Q1 | $951K | Hold |
89,424
| – | – | 0.08% | 224 |
|
2017
Q4 | $962K | Hold |
89,424
| – | – | 0.08% | 230 |
|
2017
Q3 | $908K | Sell |
89,424
-300
| -0.3% | -$3.05K | 0.08% | 239 |
|
2017
Q2 | $874K | Buy |
89,724
+300
| +0.3% | +$2.92K | 0.08% | 234 |
|
2017
Q1 | $850K | Buy |
89,424
+9,750
| +12% | +$92.7K | 0.07% | 237 |
|
2016
Q4 | $719K | Hold |
79,674
| – | – | 0.07% | 250 |
|
2016
Q3 | $695K | Sell |
79,674
-300
| -0.4% | -$2.62K | 0.07% | 255 |
|
2016
Q2 | $670K | Sell |
79,974
-576
| -0.7% | -$4.83K | 0.07% | 256 |
|
2016
Q1 | $662K | Hold |
80,550
| – | – | 0.07% | 244 |
|
2015
Q4 | $658K | Buy |
80,550
+13,716
| +21% | +$112K | 0.06% | 247 |
|
2015
Q3 | $517K | Hold |
66,834
| – | – | 0.05% | 297 |
|
2015
Q2 | $559K | Hold |
66,834
| – | – | 0.05% | 301 |
|
2015
Q1 | $562K | Hold |
66,834
| – | – | 0.05% | 313 |
|
2014
Q4 | $555K | Hold |
66,834
| – | – | 0.05% | 304 |
|
2014
Q3 | $530K | Hold |
66,834
| – | – | 0.05% | 282 |
|
2014
Q2 | $532K | Hold |
66,834
| – | – | 0.07% | 242 |
|
2014
Q1 | $509K | Hold |
66,834
| – | – | 0.07% | 233 |
|
2013
Q4 | $501K | Hold |
66,834
| – | – | 0.08% | 182 |
|
2013
Q3 | $458K | Hold |
66,834
| – | – | 0.08% | 191 |
|
2013
Q2 | $433K | Buy |
+66,834
| New | +$433K | 0.08% | 187 |
|