UFA
US Financial 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
Q1 | $225K | Hold |
10,428
| – | – | 0.07% | 91 |
|
|
2024
Q4 | $237K | Buy |
10,428
+6,952
| +200% | +$158K | 0.07% | 82 |
|
|
2024
Q3 | $231K | Hold |
3,476
| – | – | 0.07% | 82 |
|
|
2024
Q2 | $219K | Hold |
3,476
| – | – | 0.07% | 80 |
|
|
2024
Q1 | $212K | Buy |
+3,476
| New | +$212K | 0.07% | 79 |
|
|
2021
Q2 | – | Sell |
-53,647
| Closed | -$5.19M | – | 114 |
|
|
2021
Q1 | $5.19M | Buy |
53,647
+4,254
| +9% | +$411K | 1.44% | 19 |
|
|
2020
Q4 | $4.49M | Buy |
+49,393
| New | +$4.49M | 1.36% | 21 |
|