W.H. Cornerstone Investments’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 | $1.15M | Buy |
48,082
+5,401
| +13% | +$129K | 0.73% | 39 |
|
|
2025
Q1 | $919K | Buy |
42,681
+2,766
| +7% | +$59.6K | 0.64% | 42 |
|
|
2024
Q4 | $906K | Buy |
39,915
+15,240
| +62% | +$346K | 0.6% | 35 |
|
|
2024
Q3 | $547K | Sell |
24,675
-2,073
| -8% | -$46K | 0.37% | 58 |
|
|
2024
Q2 | $561K | Sell |
26,748
-810
| -3% | -$17K | 0.4% | 59 |
|
|
2024
Q1 | $561K | Sell |
27,558
-2,265
| -8% | -$46.1K | 0.4% | 62 |
|
|
2023
Q4 | $553K | Buy |
+29,823
| New | +$553K | 0.44% | 62 |
|