TritonPoint 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 | $569K | Buy |
23,870
+2
| +0% | +$48 | 0.05% | 198 |
|
|
2025
Q1 | $514K | Buy |
23,868
+260
| +1% | +$5.6K | 0.05% | 210 |
|
|
2024
Q4 | $536K | Buy |
23,608
+1
| +0% | +$23 | 0.05% | 204 |
|
|
2024
Q3 | $521K | Hold |
23,607
| – | – | 0.05% | 206 |
|
|
2024
Q2 | $496K | Buy |
23,607
+195
| +0.8% | +$4.1K | 0.05% | 204 |
|
|
2024
Q1 | $453K | Sell |
23,412
-1,023
| -4% | -$19.8K | 0.05% | 211 |
|
|
2023
Q4 | $453K | Buy |
+24,435
| New | +$453K | 0.04% | 223 |
|