West Coast Financial’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 | – | Sell |
-58,350
| Closed | -$1.26M | – | 122 |
|
|
2025
Q1 | $1.26M | Hold |
58,350
| – | – | 0.14% | 71 |
|
|
2024
Q4 | $1.32M | Hold |
58,350
| – | – | 0.15% | 72 |
|
|
2024
Q3 | $1.29M | Hold |
58,350
| – | – | 0.14% | 77 |
|
|
2024
Q2 | $1.22M | Hold |
58,350
| – | – | 0.14% | 74 |
|
|
2024
Q1 | $1.19M | Buy |
58,350
+15,900
| +37% | +$324K | 0.14% | 73 |
|
|
2023
Q4 | $788K | Hold |
42,450
| – | – | 0.1% | 79 |
|
|
2023
Q3 | $705K | Hold |
42,450
| – | – | 0.11% | 82 |
|
|
2023
Q2 | $732K | Buy |
+42,450
| New | +$732K | 0.1% | 85 |
|