Venturi Wealth Management’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 | $296K | Buy |
12,426
+22
| +0.2% | +$524 | 0.01% | 428 |
|
|
2025
Q1 | $267K | Buy |
12,404
+7,523
| +154% | +$162K | 0.01% | 465 |
|
|
2024
Q4 | $111K | Hold |
4,881
| – | – | 0.01% | 728 |
|
|
2024
Q3 | $108K | Hold |
4,881
| – | – | 0.01% | 539 |
|
|
2024
Q2 | $102K | Hold |
4,881
| – | – | 0.01% | 501 |
|
|
2024
Q1 | $99.4K | Hold |
4,881
| – | – | 0.01% | 414 |
|
|
2023
Q4 | $90.6K | Hold |
4,881
| – | – | 0.01% | 420 |
|
|
2023
Q3 | $81.1K | Hold |
4,881
| – | – | 0.01% | 422 |
|
|
2023
Q2 | $84.1K | Hold |
4,881
| – | – | 0.01% | 386 |
|
|
2023
Q1 | $77.9K | Buy |
+4,881
| New | +$77.9K | 0.01% | 428 |
|