TFO Wealth Partners’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 | $320K | Hold |
13,446
| – | – | 0.06% | 38 |
|
|
2025
Q1 | $289K | Buy |
+13,446
| New | +$289K | 0.06% | 33 |
|
|
2024
Q2 | – | Sell |
-8,016
| Closed | -$163K | – | 630 |
|
|
2024
Q1 | $163K | Hold |
8,016
| – | – | 0.03% | 38 |
|
|
2023
Q4 | $149K | Hold |
8,016
| – | – | 0.03% | 41 |
|
|
2023
Q3 | $138K | Hold |
8,016
| – | – | 0.03% | 56 |
|
|
2023
Q2 | $138K | Hold |
8,016
| – | – | 0.03% | 53 |
|
|
2023
Q1 | $128K | Buy |
8,016
+7,959
| +13,963% | +$127K | 0.03% | 50 |
|
|
2022
Q4 | $1.58K | Sell |
57
-7,959
| -99% | -$221K | ﹤0.01% | 288 |
|
|
2022
Q3 | $112K | Hold |
8,016
| – | – | 0.03% | 46 |
|
|
2022
Q2 | $118K | Hold |
8,016
| – | – | 0.03% | 55 |
|
|
2022
Q1 | $143K | Hold |
8,016
| – | – | 0.03% | 51 |
|
|
2021
Q4 | $148K | Hold |
8,016
| – | – | 0.03% | 42 |
|
|
2021
Q3 | $139K | Buy |
+8,016
| New | +$139K | 0.03% | 42 |
|