Albion Financial 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 | $32.4K | Hold |
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|
2025
Q2 | $30K | Hold |
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|
2025
Q1 | $27.1K | Hold |
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|
2024
Q4 | $28.6K | Hold |
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|
2024
Q3 | $27.9K | Hold |
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|
2024
Q2 | $26.4K | Hold |
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|
2024
Q1 | $25.6K | Hold |
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|
2023
Q4 | $23.4K | Sell |
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|
2023
Q3 | $25.9K | Hold |
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|
2023
Q2 | $26.9K | Hold |
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|
2023
Q1 | $24.9K | Sell |
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|
2022
Q4 | $160K | Buy |
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|
2022
Q3 | $149K | Buy |
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|
2022
Q2 | $157K | Buy |
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|
2022
Q1 | $189K | Buy |
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|
2021
Q4 | $199K | Buy |
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|
2021
Q3 | $182K | Buy |
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|
2021
Q2 | $183K | Buy |
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|
2020
Q4 | $159K | Buy |
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