Waterford 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 | $547K | Buy |
139,009
+116,065
| +506% | +$457K | 0.2% | 36 |
|
|
2025
Q1 | $494K | Hold |
22,944
| – | – | 0.21% | 32 |
|
|
2024
Q4 | $521K | Hold |
22,944
| – | – | 0.27% | 27 |
|
|
2024
Q3 | $509K | Hold |
22,944
| – | – | 0.26% | 31 |
|
|
2024
Q2 | $481K | Hold |
22,944
| – | – | 0.2% | 33 |
|
|
2024
Q1 | $467K | Hold |
22,944
| – | – | 0.2% | 36 |
|
|
2023
Q4 | $426K | Sell |
22,944
-1,239
| -5% | -$23K | 0.2% | 34 |
|
|
2023
Q3 | $402K | Hold |
24,183
| – | – | 0.22% | 30 |
|
|
2023
Q2 | $417K | Hold |
24,183
| – | – | 0.2% | 35 |
|
|
2023
Q1 | $386K | Sell |
24,183
-90
| -0.4% | -$1.44K | 0.21% | 35 |
|
|
2022
Q4 | $363K | Buy |
+24,273
| New | +$363K | 0.21% | 37 |
|