VERITY Wealth Advisors’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 | $1.34M | Hold |
56,088
| – | – | 0.9% | 16 |
|
|
2025
Q1 | $1.21M | Hold |
56,088
| – | – | 0.9% | 16 |
|
|
2024
Q4 | $1.27M | Hold |
56,088
| – | – | 0.92% | 17 |
|
|
2024
Q3 | $1.24M | Hold |
56,088
| – | – | 0.87% | 19 |
|
|
2024
Q2 | $1.18M | Hold |
56,088
| – | – | 0.88% | 18 |
|
|
2024
Q1 | $1.14M | Hold |
56,088
| – | – | 0.88% | 19 |
|
|
2023
Q4 | $1.04M | Hold |
56,088
| – | – | 0.89% | 24 |
|
|
2023
Q3 | $932K | Sell |
56,088
-198
| -0.4% | -$3.29K | 0.88% | 23 |
|
|
2023
Q2 | $970K | Hold |
56,286
| – | – | 0.87% | 22 |
|
|
2023
Q1 | $898K | Buy |
56,286
+150
| +0.3% | +$2.39K | 0.83% | 23 |
|
|
2022
Q4 | $838K | Hold |
56,136
| – | – | 0.82% | 25 |
|
|
2022
Q3 | $786K | Hold |
56,136
| – | – | 0.81% | 26 |
|
|
2022
Q2 | $827K | Buy |
56,136
+48
| +0.1% | +$707 | 0.8% | 26 |
|
|
2022
Q1 | $998K | Hold |
56,088
| – | – | 0.88% | 26 |
|
|
2021
Q4 | $1.06M | Hold |
56,088
| – | – | 0.88% | 23 |
|
|
2021
Q3 | $971K | Sell |
56,088
-3,180
| -5% | -$55.1K | 0.87% | 22 |
|
|
2021
Q2 | $1.03M | Hold |
59,268
| – | – | 0.93% | 20 |
|
|
2021
Q1 | $955K | Sell |
59,268
-3,150
| -5% | -$50.8K | 0.85% | 24 |
|
|
2020
Q4 | $947K | Hold |
62,418
| – | – | 0.86% | 24 |
|
|
2020
Q3 | $828K | Sell |
62,418
-18,342
| -23% | -$243K | 0.85% | 25 |
|
|
2020
Q2 | $989K | Hold |
80,760
| – | – | 1.06% | 20 |
|
|
2020
Q1 | $813K | Hold |
80,760
| – | – | 1.1% | 23 |
|
|
2019
Q4 | $1.04M | Hold |
80,760
| – | – | 1% | 23 |
|
|
2019
Q3 | $956K | Hold |
80,760
| – | – | 0.94% | 24 |
|
|
2019
Q2 | $949K | Sell |
80,760
-6
| -0% | -$71 | 0.93% | 24 |
|
|
2019
Q1 | $916K | Sell |
80,766
-17,148
| -18% | -$194K | 0.94% | 25 |
|
|
2018
Q4 | $978K | Buy |
+97,914
| New | +$978K | 1.13% | 26 |
|