United Asset Strategies’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 | $399K | Sell |
16,737
-1,273
| -7% | -$30.3K | 0.03% | 202 |
|
|
2025
Q1 | $388K | Buy |
18,010
+10
| +0.1% | +$215 | 0.04% | 198 |
|
|
2024
Q4 | $409K | Hold |
18,000
| – | – | 0.04% | 190 |
|
|
2024
Q3 | $399K | Hold |
18,000
| – | – | 0.04% | 192 |
|
|
2024
Q2 | $377K | Hold |
18,000
| – | – | 0.04% | 188 |
|
|
2024
Q1 | $366K | Hold |
18,000
| – | – | 0.04% | 196 |
|
|
2023
Q4 | $334K | Sell |
18,000
-3
| -0% | -$56 | 0.04% | 199 |
|
|
2023
Q3 | $299K | Buy |
18,003
+3
| +0% | +$50 | 0.04% | 200 |
|
|
2023
Q2 | $310K | Hold |
18,000
| – | – | 0.04% | 197 |
|
|
2023
Q1 | $287K | Hold |
18,000
| – | – | 0.04% | 196 |
|
|
2022
Q4 | $269K | Hold |
18,000
| – | – | 0.04% | 202 |
|
|
2022
Q3 | $252K | Hold |
18,000
| – | – | 0.04% | 184 |
|
|
2022
Q2 | $265K | Hold |
18,000
| – | – | 0.04% | 184 |
|
|
2022
Q1 | $320K | Hold |
18,000
| – | – | 0.04% | 177 |
|
|
2021
Q4 | $339K | Buy |
+18,000
| New | +$339K | 0.04% | 173 |
|