Your Advocates Ltd’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 | $430K | Buy |
18,026
+50
| +0.3% | +$1.19K | 0.15% | 20 |
|
|
2025
Q1 | $387K | Buy |
17,976
+52
| +0.3% | +$1.12K | 0.15% | 22 |
|
|
2024
Q4 | $407K | Buy |
17,924
+1,169
| +7% | +$26.5K | 0.16% | 21 |
|
|
2024
Q3 | $372K | Buy |
16,755
+105
| +0.6% | +$2.33K | 0.15% | 22 |
|
|
2024
Q2 | $349K | Hold |
16,650
| – | – | 0.15% | 24 |
|
|
2024
Q1 | $339K | Buy |
16,650
+51
| +0.3% | +$1.04K | 0.14% | 25 |
|
|
2023
Q4 | $308K | Buy |
16,599
+69
| +0.4% | +$1.28K | 0.12% | 26 |
|
|
2023
Q3 | $275K | Buy |
16,530
+63
| +0.4% | +$1.05K | 0.16% | 29 |
|
|
2023
Q2 | $284K | Buy |
16,467
+60
| +0.4% | +$1.03K | 0.15% | 28 |
|
|
2023
Q1 | $262K | Buy |
16,407
+63
| +0.4% | +$1.01K | 0.14% | 28 |
|
|
2022
Q4 | $244K | Buy |
16,344
+75
| +0.5% | +$1.12K | 0.14% | 29 |
|
|
2022
Q3 | $228K | Buy |
+16,269
| New | +$228K | 0.14% | 27 |
|