World Investment 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 | $1.23M | Buy |
51,789
+764
| +1% | +$18.2K | 0.03% | 467 |
|
|
2025
Q1 | $1.1M | Buy |
51,025
+312
| +0.6% | +$6.72K | 0.03% | 478 |
|
|
2024
Q4 | $1.15M | Buy |
50,713
+1,303
| +3% | +$29.6K | 0.03% | 441 |
|
|
2024
Q3 | $1.1M | Buy |
49,410
+26,904
| +120% | +$597K | 0.03% | 402 |
|
|
2024
Q2 | $472K | Hold |
22,506
| – | – | 0.03% | 416 |
|
|
2024
Q1 | $458K | Buy |
22,506
+1,167
| +5% | +$23.7K | 0.07% | 228 |
|
|
2023
Q4 | $396K | Hold |
21,339
| – | – | 0.05% | 261 |
|
|
2023
Q3 | $355K | Hold |
21,339
| – | – | 0.07% | 179 |
|
|
2023
Q2 | $368K | Hold |
21,339
| – | – | 0.07% | 169 |
|
|
2023
Q1 | $340K | Hold |
21,339
| – | – | 0.07% | 170 |
|
|
2022
Q4 | $319K | Buy |
+21,339
| New | +$319K | 0.07% | 170 |
|