Valley Wealth Managers’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
Q1 | – | Sell |
-2,262
| Closed | -$51.3K | – | 411 |
|
|
2024
Q4 | $51.3K | Sell |
2,262
-2,403
| -52% | -$54.5K | ﹤0.01% | 211 |
|
|
2024
Q3 | $103K | Hold |
4,665
| – | – | 0.01% | 192 |
|
|
2024
Q2 | $97.8K | Buy |
4,665
+4,017
| +620% | +$84.2K | 0.01% | 198 |
|
|
2024
Q1 | $13.2K | Sell |
648
-4,062
| -86% | -$82.7K | ﹤0.01% | 254 |
|
|
2023
Q4 | $87.4K | Sell |
4,710
-1,392
| -23% | -$25.8K | 0.01% | 200 |
|
|
2023
Q3 | $101K | Buy |
+6,102
| New | +$101K | 0.01% | 199 |
|
|
2023
Q1 | – | Sell |
-2,190
| Closed | -$32.7K | – | 451 |
|
|
2022
Q4 | $32.7K | Buy |
+2,190
| New | +$32.7K | ﹤0.01% | 249 |
|