Adams Wealth Management’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
Q2 | $2.7M | Buy |
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|
2025
Q1 | $1.93M | Buy |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $2.09M | Buy |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $943K | Buy |
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|
2022
Q3 | $229K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $6K | Buy |
|