YHB 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 | $2.37M | Buy |
99,482
+2,203
| +2% | +$52.5K | 0.18% | 113 |
|
|
2025
Q1 | $2.09M | Buy |
97,279
+1,772
| +2% | +$38.2K | 0.17% | 120 |
|
|
2024
Q4 | $2.17M | Sell |
95,507
-1,720
| -2% | -$39K | 0.18% | 112 |
|
|
2024
Q3 | $2.16M | Sell |
97,227
-351
| -0.4% | -$7.78K | 0.18% | 112 |
|
|
2024
Q2 | $2.04M | Sell |
97,578
-1,467
| -1% | -$30.7K | 0.18% | 114 |
|
|
2024
Q1 | $2.02M | Sell |
99,045
-2,151
| -2% | -$43.8K | 0.18% | 116 |
|
|
2023
Q4 | $1.88M | Sell |
101,196
-10,032
| -9% | -$186K | 0.18% | 117 |
|
|
2023
Q3 | $1.85M | Sell |
111,228
-11,658
| -9% | -$194K | 0.17% | 116 |
|
|
2023
Q2 | $2.12M | Sell |
122,886
-3,159
| -3% | -$54.4K | 0.2% | 114 |
|
|
2023
Q1 | $2.01M | Sell |
126,045
-7,137
| -5% | -$114K | 0.2% | 106 |
|
|
2022
Q4 | $1.99M | Sell |
133,182
-19,740
| -13% | -$295K | 0.21% | 102 |
|
|
2022
Q3 | $2.14M | Sell |
152,922
-22,683
| -13% | -$317K | 0.24% | 98 |
|
|
2022
Q2 | $2.59M | Sell |
175,605
-2,925
| -2% | -$43.1K | 0.27% | 93 |
|
|
2022
Q1 | $3.18M | Buy |
178,530
+8,946
| +5% | +$159K | 0.28% | 90 |
|
|
2021
Q4 | $3.19M | Buy |
169,584
+14,916
| +10% | +$281K | 0.25% | 95 |
|
|
2021
Q3 | $2.68M | Buy |
154,668
+17,964
| +13% | +$311K | 0.23% | 107 |
|
|
2021
Q2 | $2.38M | Buy |
136,704
+15,654
| +13% | +$272K | 0.2% | 114 |
|
|
2021
Q1 | $2.05M | Buy |
121,050
+11,928
| +11% | +$202K | 0.18% | 119 |
|
|
2020
Q4 | $1.66M | Buy |
109,122
+19,170
| +21% | +$291K | 0.16% | 128 |
|
|
2020
Q3 | $1.19M | Buy |
+89,952
| New | +$1.19M | 0.13% | 141 |
|