Alpha Omega 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 | $5.03M | Sell |
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|
2025
Q1 | $4.63M | Sell |
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|
2024
Q4 | $5.01M | Sell |
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|
2024
Q3 | $4.97M | Sell |
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|
2024
Q2 | $4.84M | Sell |
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|
2024
Q1 | $4.73M | Sell |
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|
2023
Q4 | $4.48M | Sell |
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|
2023
Q3 | $4.11M | Sell |
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|
2023
Q2 | $4.31M | Sell |
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|
2023
Q1 | $4.04M | Sell |
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|
2022
Q4 | $3.93M | Sell |
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|
2022
Q3 | $3.69M | Sell |
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|
2022
Q2 | $4.02M | Sell |
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|
2022
Q1 | $4.92M | Sell |
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|
2021
Q4 | $5.12M | Sell |
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|
2021
Q3 | $5.15M | Sell |
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|
2021
Q2 | $5.24M | Sell |
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|
2021
Q1 | $4.89M | Sell |
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|
2020
Q4 | $4.7M | Sell |
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|
2020
Q3 | $4.12M | Sell |
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|
2020
Q2 | $3.92M | Sell |
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|
2020
Q1 | $3.27M | Sell |
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|
2019
Q4 | $4.25M | Buy |
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|
2019
Q3 | $4.05M | Sell |
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|
2019
Q2 | $3.95M | Sell |
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|
2019
Q1 | $3.99M | Sell |
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|
2018
Q4 | $3.58M | Sell |
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|
2018
Q3 | $4.27M | Sell |
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|
2018
Q2 | $4.15M | Buy |
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|
2018
Q1 | $3.98M | Sell |
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|
2017
Q4 | $4.22M | Buy |
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|
2017
Q3 | $3.97M | Sell |
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|
2017
Q2 | $3.88M | Buy |
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|
2017
Q1 | $3.78M | Buy |
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|
2016
Q4 | $3.54M | Buy |
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