Traction Financial 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 | $689K | Buy |
28,904
+1,511
| +6% | +$36K | 0.47% | 28 |
|
|
2025
Q1 | $590K | Sell |
27,393
-1,557
| -5% | -$33.5K | 0.46% | 23 |
|
|
2024
Q4 | $657K | Buy |
28,950
+4,077
| +16% | +$92.5K | 0.51% | 25 |
|
|
2024
Q3 | $552K | Sell |
24,873
-5,502
| -18% | -$122K | 0.43% | 33 |
|
|
2024
Q2 | $648K | Buy |
30,375
+5,328
| +21% | +$114K | 0.47% | 27 |
|
|
2024
Q1 | $506K | Buy |
25,047
+9,891
| +65% | +$200K | 0.4% | 35 |
|
|
2023
Q4 | $281K | Buy |
+15,156
| New | +$281K | 0.19% | 51 |
|