TIA
Traphagen Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
86,528
-891
| -1% | -$21.2K | 0.2% | 44 |
|
|
2025
Q1 | $1.88M | Sell |
87,419
-3,886
| -4% | -$83.7K | 0.2% | 46 |
|
|
2024
Q4 | $2.07M | Buy |
91,305
+60,913
| +200% | +$1.38M | 0.21% | 41 |
|
|
2024
Q3 | $2.02M | Buy |
30,392
+77
| +0.3% | +$5.12K | 0.2% | 39 |
|
|
2024
Q2 | $1.91M | Sell |
30,315
-206
| -0.7% | -$13K | 0.21% | 44 |
|
|
2024
Q1 | $1.86M | Buy |
30,521
+1,739
| +6% | +$106K | 0.2% | 44 |
|
|
2023
Q4 | $1.6M | Buy |
28,782
+44
| +0.2% | +$2.45K | 0.19% | 44 |
|
|
2023
Q3 | $1.43M | Sell |
28,738
-5,866
| -17% | -$292K | 0.18% | 42 |
|
|
2023
Q2 | $1.79M | Buy |
34,604
+13,777
| +66% | +$712K | 0.23% | 41 |
|
|
2023
Q1 | $997K | Sell |
20,827
-1,886
| -8% | -$90.2K | 0.15% | 51 |
|
|
2022
Q4 | $1.02M | Sell |
22,713
-1,312
| -5% | -$58.8K | 0.16% | 49 |
|
|
2022
Q3 | $1.01M | Sell |
24,025
-372
| -2% | -$15.6K | 0.19% | 41 |
|
|
2022
Q2 | $1.08M | Hold |
24,397
| – | – | 0.2% | 42 |
|
|
2022
Q1 | $1.3M | Buy |
24,397
+12,643
| +108% | +$675K | 0.21% | 38 |
|
|
2021
Q4 | $1.33M | Sell |
11,754
-90
| -0.8% | -$10.2K | 0.22% | 40 |
|
|
2021
Q3 | $1.23M | Hold |
11,844
| – | – | 0.22% | 39 |
|
|
2021
Q2 | $1.23M | Hold |
11,844
| – | – | 0.21% | 41 |
|
|
2021
Q1 | $1.15M | Buy |
11,844
+163
| +1% | +$15.8K | 0.21% | 42 |
|
|
2020
Q4 | $1.06M | Sell |
11,681
-6,149
| -34% | -$559K | 0.19% | 44 |
|
|
2020
Q3 | $1.42M | Buy |
17,830
+303
| +2% | +$24.1K | 0.29% | 35 |
|
|
2020
Q2 | $1.29M | Sell |
17,527
-887
| -5% | -$65.2K | 0.29% | 40 |
|
|
2020
Q1 | $1.11M | Sell |
18,414
-1,674
| -8% | -$101K | 0.3% | 37 |
|
|
2019
Q4 | $1.54M | Buy |
20,088
+1,135
| +6% | +$87.3K | 0.37% | 32 |
|
|
2019
Q3 | $1.35M | Sell |
18,953
-245
| -1% | -$17.4K | 0.35% | 32 |
|
|
2019
Q2 | $1.35M | Buy |
19,198
+114
| +0.6% | +$8.04K | 0.36% | 33 |
|
|
2019
Q1 | $1.3M | Buy |
+19,084
| New | +$1.3M | 0.37% | 32 |
|