Values Added Financial’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 | $2.43M | Sell |
102,005
-1,138
| -1% | -$27.1K | 1.18% | 25 |
|
|
2025
Q1 | $2.22M | Sell |
103,143
-2,606
| -2% | -$56.1K | 1.23% | 24 |
|
|
2024
Q4 | $2.4M | Sell |
105,749
-1,351
| -1% | -$30.7K | 1.39% | 21 |
|
|
2024
Q3 | $2.37M | Sell |
107,100
-1,554
| -1% | -$34.5K | 1.5% | 21 |
|
|
2024
Q2 | $2.28M | Sell |
108,654
-255
| -0.2% | -$5.34K | 1.64% | 20 |
|
|
2024
Q1 | $2.22M | Sell |
108,909
-318
| -0.3% | -$6.47K | 1.73% | 20 |
|
|
2023
Q4 | $2.03M | Buy |
109,227
+1,953
| +2% | +$36.2K | 1.66% | 19 |
|
|
2023
Q3 | $1.78M | Sell |
107,274
-5,010
| -4% | -$83.2K | 1.63% | 18 |
|
|
2023
Q2 | $1.94M | Buy |
+112,284
| New | +$1.94M | 1.81% | 16 |
|