The Wealth Group’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 | $3.28M | Sell |
137,791
-10,201
| -7% | -$243K | 0.84% | 15 |
|
|
2025
Q1 | $3.19M | Sell |
147,992
-335
| -0.2% | -$7.21K | 0.93% | 11 |
|
|
2024
Q4 | $3.37M | Sell |
148,327
-5,459
| -4% | -$124K | 0.97% | 12 |
|
|
2024
Q3 | $3.41M | Sell |
153,786
-678
| -0.4% | -$15K | 0.99% | 11 |
|
|
2024
Q2 | $3.24M | Sell |
154,464
-1,311
| -0.8% | -$27.5K | 0.98% | 11 |
|
|
2024
Q1 | $3.15M | Sell |
155,775
-297
| -0.2% | -$6K | 0.97% | 13 |
|
|
2023
Q4 | $2.99M | Buy |
+156,072
| New | +$2.99M | 0.99% | 13 |
|