Vigilare 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 | $255K | Sell |
10,716
-1,148
| -10% | -$27.4K | 0.1% | 99 |
|
|
2025
Q1 | $255K | Buy |
11,864
+4
| +0% | +$86 | 0.1% | 85 |
|
|
2024
Q4 | $269K | Buy |
11,860
+4
| +0% | +$91 | 0.11% | 73 |
|
|
2024
Q3 | $263K | Buy |
11,856
+6
| +0.1% | +$133 | 0.11% | 75 |
|
|
2024
Q2 | $248K | Hold |
11,850
| – | – | 0.11% | 80 |
|
|
2024
Q1 | $241K | Sell |
11,850
-714
| -6% | -$14.5K | 0.12% | 83 |
|
|
2023
Q4 | $233K | Buy |
12,564
+6
| +0% | +$111 | 0.12% | 90 |
|
|
2023
Q3 | $209K | Sell |
12,558
-213
| -2% | -$3.54K | 0.13% | 79 |
|
|
2023
Q2 | $220K | Buy |
12,771
+6
| +0% | +$103 | 0.13% | 87 |
|
|
2023
Q1 | $204K | Buy |
+12,765
| New | +$204K | 0.11% | 100 |
|
|
2022
Q2 | – | Sell |
-11,634
| Closed | -$207K | – | 147 |
|
|
2022
Q1 | $207K | Buy |
11,634
+6
| +0.1% | +$107 | 0.17% | 135 |
|
|
2021
Q4 | $219K | Hold |
11,628
| – | – | 0.13% | 165 |
|
|
2021
Q3 | $201K | Buy |
11,628
+6
| +0.1% | +$104 | 0.12% | 185 |
|
|
2021
Q2 | $202K | Buy |
+11,622
| New | +$202K | 0.12% | 197 |
|