Advisory Alpha’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 | $2.18M | Sell |
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|
2025
Q1 | $2.07M | Buy |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $1.98M | Sell |
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|
2024
Q2 | $1.89M | Sell |
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|
2024
Q1 | $1.98M | Buy |
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|
2023
Q4 | $1.78M | Sell |
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|
2023
Q3 | $1.83M | Sell |
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|
2023
Q2 | $1.92M | Buy |
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|
2023
Q1 | $1.74M | Buy |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.57M | Buy |
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|
2022
Q1 | $1.86M | Buy |
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|
2021
Q4 | $1.51M | Buy |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $237K | Buy |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $885K | Buy |
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|
2020
Q3 | $35K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $34.8K | Buy |
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|
2019
Q4 | $27.3K | Sell |
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|
2019
Q3 | $41.1K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $36.6K | Buy |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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|
2018
Q2 | – | Hold |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $6K | Sell |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $1.09M | Buy |
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|
2017
Q1 | $864K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $223K | Buy |
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|
2016
Q2 | $29K | Buy |
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