AllSquare 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 | $1.57K | Hold |
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|
2025
Q1 | $1.42K | Hold |
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|
2024
Q4 | $1.5K | Hold |
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|
2024
Q3 | $1.46K | Hold |
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|
2024
Q2 | $1.38K | Hold |
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|
2024
Q1 | $1.34K | Hold |
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|
2023
Q4 | $1.23K | Hold |
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|
2023
Q3 | $1.1K | Hold |
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|
2023
Q2 | $1.07K | Sell |
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|
2023
Q1 | $13.5K | Hold |
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|
2022
Q4 | $12.6K | Sell |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $17K | Sell |
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|
2022
Q1 | $64K | Buy |
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|
2021
Q4 | $47K | Hold |
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|
2021
Q3 | $43K | Hold |
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|
2021
Q2 | $43K | Hold |
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|
2021
Q1 | $40K | Hold |
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|
2020
Q4 | $38K | Hold |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $25K | Hold |
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|
2019
Q4 | $32K | Sell |
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|
2019
Q3 | $34K | Sell |
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|
2019
Q2 | $107K | Hold |
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|
2019
Q1 | $103K | Sell |
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|
2018
Q4 | $101K | Hold |
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|
2018
Q3 | $118K | Hold |
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|
2018
Q2 | $111K | Hold |
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|
2018
Q1 | $107K | Buy |
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|
2017
Q4 | $82K | Hold |
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|
2017
Q3 | $77K | Hold |
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|
2017
Q2 | $74K | Hold |
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|
2017
Q1 | $72K | Hold |
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|
2016
Q4 | $69K | Hold |
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|
2016
Q3 | $66K | Hold |
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|
2016
Q2 | $64K | Hold |
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|
2016
Q1 | $62K | Buy |
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|
2015
Q4 | $58K | Hold |
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|
2015
Q3 | $55K | Hold |
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|
2015
Q2 | $60K | Sell |
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|
2015
Q1 | $67K | Hold |
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|
2014
Q4 | $67K | Buy |
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