Aletheian Wealth Advisors’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 | $616K | Buy |
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|
2025
Q1 | $557K | Sell |
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|
2024
Q4 | $671K | Buy |
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|
2024
Q3 | $655K | Sell |
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|
2024
Q2 | $697K | Sell |
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|
2024
Q1 | $695K | Hold |
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|
2023
Q4 | $633K | Buy |
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|
2023
Q3 | $566K | Buy |
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|
2023
Q2 | $587K | Buy |
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|
2023
Q1 | $542K | Buy |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | $601K | Sell |
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|
2021
Q4 | $705K | Buy |
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