Traveka Wealth’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 | – | Sell |
-44,808
| Closed | -$965K | – | 155 |
|
|
2025
Q1 | $965K | Hold |
44,808
| – | – | 0.54% | 41 |
|
|
2024
Q4 | $1.02M | Hold |
44,808
| – | – | 0.56% | 40 |
|
|
2024
Q3 | $994K | Hold |
44,808
| – | – | 0.5% | 40 |
|
|
2024
Q2 | $939K | Hold |
44,808
| – | – | 0.46% | 38 |
|
|
2024
Q1 | $912K | Hold |
44,808
| – | – | 0.42% | 38 |
|
|
2023
Q4 | $831K | Buy |
+44,808
| New | +$831K | 0.42% | 44 |
|