Abacus Planning Group’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.22M | Sell |
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|
2025
Q2 | $2.08M | Buy |
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|
2025
Q1 | $860K | Buy |
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|
2024
Q4 | $719K | Buy |
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|
2024
Q3 | $690K | Buy |
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|
2024
Q2 | $651K | Sell |
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|
2024
Q1 | $647K | Buy |
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|
2023
Q4 | $527K | Buy |
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|
2023
Q3 | $463K | Buy |
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|
2023
Q2 | $470K | Buy |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $347K | Buy |
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