Wrenne Financial Planning’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 | $8.68M | Buy |
364,072
+110,612
| +44% | +$2.64M | 4.06% | 9 |
|
|
2025
Q1 | $5.46M | Buy |
253,460
+7,521
| +3% | +$162K | 2.9% | 10 |
|
|
2024
Q4 | $5.58M | Buy |
245,939
+17,720
| +8% | +$402K | 3.18% | 10 |
|
|
2024
Q3 | $5.06M | Buy |
228,219
+8,304
| +4% | +$184K | 3.02% | 11 |
|
|
2024
Q2 | $4.61M | Sell |
219,915
-30,912
| -12% | -$648K | 3.18% | 11 |
|
|
2024
Q1 | $5.1M | Buy |
+250,827
| New | +$5.1M | 3.77% | 9 |
|