Thoroughbred Financial Services’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 | $233K | Buy |
+9,804
| New | +$233K | 0.02% | 515 |
|
|
2025
Q1 | – | Sell |
-9,030
| Closed | -$204K | – | 718 |
|
|
2024
Q4 | $204K | Buy |
9,030
+3
| +0% | +$68 | 0.01% | 650 |
|
|
2024
Q3 | $200K | Buy |
+9,027
| New | +$200K | 0.01% | 633 |
|
|
2023
Q3 | – | Sell |
-11,982
| Closed | -$206K | – | 583 |
|
|
2023
Q2 | $206K | Sell |
11,982
-5,034
| -30% | -$86.5K | 0.03% | 400 |
|
|
2023
Q1 | $271K | Buy |
+17,016
| New | +$271K | 0.04% | 338 |
|
|
2022
Q2 | – | Sell |
-11,646
| Closed | -$207K | – | 391 |
|
|
2022
Q1 | $207K | Buy |
11,646
+558
| +5% | +$9.92K | 0.03% | 350 |
|
|
2021
Q4 | $208K | Buy |
+11,088
| New | +$208K | 0.04% | 323 |
|