Valley Forge Investment Consultants’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 | $7.9M | Buy |
331,709
+7,133
| +2% | +$170K | 2.53% | 6 |
|
|
2025
Q1 | $6.99M | Sell |
324,576
-2,656
| -0.8% | -$57.2K | 2.49% | 6 |
|
|
2024
Q4 | $7.43M | Sell |
327,232
-7,751
| -2% | -$176K | 2.55% | 6 |
|
|
2024
Q3 | $7.43M | Sell |
334,983
-63,387
| -16% | -$1.41M | 2.59% | 6 |
|
|
2024
Q2 | $8.35M | Sell |
398,370
-9
| -0% | -$189 | 3.16% | 6 |
|
|
2024
Q1 | $8.11M | Buy |
398,379
+1,041
| +0.3% | +$21.2K | 3.16% | 6 |
|
|
2023
Q4 | $7.37M | Sell |
397,338
-46,788
| -11% | -$868K | 3.28% | 6 |
|
|
2023
Q3 | $7.38M | Sell |
444,126
-16,548
| -4% | -$275K | 3.36% | 6 |
|
|
2023
Q2 | $7.94M | Sell |
460,674
-6,516
| -1% | -$112K | 3.91% | 6 |
|
|
2023
Q1 | $7.45M | Sell |
467,190
-7,170
| -2% | -$114K | 3.86% | 6 |
|
|
2022
Q4 | $7.09M | Sell |
474,360
-3,924
| -0.8% | -$58.6K | 3.74% | 6 |
|
|
2022
Q3 | $6.69M | Buy |
478,284
+2,304
| +0.5% | +$32.2K | 3.68% | 6 |
|
|
2022
Q2 | $7.01M | Buy |
475,980
+408
| +0.1% | +$6.01K | 3.5% | 6 |
|
|
2022
Q1 | $8.46M | Sell |
475,572
-5,622
| -1% | -$100K | 3.49% | 6 |
|
|
2021
Q4 | $9.06M | Buy |
481,194
+97,830
| +26% | +$1.84M | 4.01% | 6 |
|
|
2021
Q3 | $6.64M | Buy |
383,364
+46,542
| +14% | +$806K | 3.56% | 6 |
|
|
2021
Q2 | $5.85M | Sell |
336,822
-15,888
| -5% | -$276K | 3.16% | 7 |
|
|
2021
Q1 | $5.69M | Sell |
352,710
-31,356
| -8% | -$505K | 3.89% | 6 |
|
|
2020
Q4 | $5.82M | Buy |
+384,066
| New | +$5.82M | 5.07% | 6 |
|