Tranquility 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 | $325K | Sell |
13,621
-429
| -3% | -$10.2K | 0.12% | 167 |
|
|
2025
Q1 | $302K | Sell |
14,050
-635
| -4% | -$13.7K | 0.12% | 167 |
|
|
2024
Q4 | $333K | Hold |
14,685
| – | – | 0.13% | 161 |
|
|
2024
Q3 | $326K | Hold |
14,685
| – | – | 0.12% | 166 |
|
|
2024
Q2 | $308K | Hold |
14,685
| – | – | 0.12% | 170 |
|
|
2024
Q1 | $299K | Sell |
14,685
-51
| -0.3% | -$1.04K | 0.12% | 173 |
|
|
2023
Q4 | $273K | Sell |
14,736
-1,983
| -12% | -$36.8K | 0.11% | 171 |
|
|
2023
Q3 | $278K | Buy |
16,719
+1,752
| +12% | +$29.1K | 0.12% | 171 |
|
|
2023
Q2 | $258K | Sell |
14,967
-291
| -2% | -$5.02K | 0.11% | 186 |
|
|
2023
Q1 | $243K | Buy |
15,258
+27
| +0.2% | +$431 | 0.12% | 183 |
|
|
2022
Q4 | $228K | Sell |
15,231
-1,125
| -7% | -$16.8K | 0.12% | 184 |
|
|
2022
Q3 | $229K | Buy |
16,356
+2,778
| +20% | +$38.9K | 0.13% | 171 |
|
|
2022
Q2 | $200K | Buy |
+13,578
| New | +$200K | 0.1% | 206 |
|