Total Clarity Wealth 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 | $415K | Buy |
17,404
+2,215
| +15% | +$52.8K | 0.12% | 180 |
|
|
2025
Q1 | $345K | Hold |
15,189
| – | – | 0.11% | 181 |
|
|
2024
Q4 | $345K | Sell |
15,189
-1,449
| -9% | -$32.9K | 0.11% | 181 |
|
|
2024
Q3 | $369K | Buy |
16,638
+756
| +5% | +$16.8K | 0.12% | 171 |
|
|
2024
Q2 | $333K | Sell |
15,882
-519
| -3% | -$10.9K | 0.12% | 177 |
|
|
2024
Q1 | $334K | Buy |
16,401
+3
| +0% | +$61 | 0.12% | 192 |
|
|
2023
Q4 | $304K | Sell |
16,398
-2,058
| -11% | -$38.2K | 0.12% | 173 |
|
|
2023
Q3 | $307K | Buy |
18,456
+2,007
| +12% | +$33.4K | 0.15% | 155 |
|
|
2023
Q2 | $283K | Sell |
16,449
-3,669
| -18% | -$63.2K | 0.14% | 159 |
|
|
2023
Q1 | $321K | Buy |
20,118
+2,304
| +13% | +$36.8K | 0.17% | 124 |
|
|
2022
Q4 | $266K | Sell |
17,814
-741
| -4% | -$11.1K | 0.14% | 175 |
|
|
2022
Q3 | $260K | Sell |
18,555
-7,125
| -28% | -$99.8K | 0.16% | 168 |
|
|
2022
Q2 | $378K | Buy |
25,680
+3,114
| +14% | +$45.8K | 0.2% | 124 |
|
|
2022
Q1 | $402K | Buy |
+22,566
| New | +$402K | 0.22% | 122 |
|