TFC Financial Management’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 | $19.4K | Hold |
816
| – | – | ﹤0.01% | 338 |
|
|
2025
Q1 | $17.6K | Hold |
816
| – | – | ﹤0.01% | 329 |
|
|
2024
Q4 | $18.5K | Hold |
816
| – | – | ﹤0.01% | 321 |
|
|
2024
Q3 | $18.1K | Hold |
816
| – | – | ﹤0.01% | 333 |
|
|
2024
Q2 | $17.1K | Sell |
816
-693
| -46% | -$14.5K | ﹤0.01% | 307 |
|
|
2024
Q1 | $30.7K | Hold |
1,509
| – | – | 0.01% | 269 |
|
|
2023
Q4 | $28K | Buy |
1,509
+3
| +0.2% | +$56 | 0.01% | 271 |
|
|
2023
Q3 | $25K | Buy |
1,506
+3
| +0.2% | +$50 | 0.01% | 277 |
|
|
2023
Q2 | $25.9K | Buy |
1,503
+3
| +0.2% | +$52 | 0.01% | 267 |
|
|
2023
Q1 | $23.9K | Buy |
1,500
+3
| +0.2% | +$48 | 0.01% | 298 |
|
|
2022
Q4 | $22.4K | Sell |
1,497
-819
| -35% | -$12.2K | 0.01% | 251 |
|
|
2022
Q3 | $32K | Hold |
2,316
| – | – | 0.01% | 227 |
|
|
2022
Q2 | $34K | Hold |
2,316
| – | – | 0.01% | 220 |
|
|
2022
Q1 | $41K | Buy |
2,316
+678
| +41% | +$12K | 0.01% | 216 |
|
|
2021
Q4 | $31K | Hold |
1,638
| – | – | 0.01% | 240 |
|
|
2021
Q3 | $28K | Hold |
1,638
| – | – | 0.01% | 242 |
|
|
2021
Q2 | $28K | Hold |
1,638
| – | – | 0.01% | 239 |
|
|
2021
Q1 | $26K | Hold |
1,638
| – | – | 0.01% | 231 |
|
|
2020
Q4 | $25K | Sell |
1,638
-450
| -22% | -$6.87K | 0.01% | 235 |
|
|
2020
Q3 | $28K | Buy |
+2,088
| New | +$28K | 0.01% | 216 |
|