Altus 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 | – | Sell |
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|
2025
Q1 | $717K | Buy |
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|
2024
Q4 | $705K | Buy |
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|
2024
Q3 | $686K | Buy |
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|
2024
Q2 | $628K | Buy |
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|
2024
Q1 | $600K | Buy |
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|
2023
Q4 | $547K | Buy |
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|
2023
Q3 | $483K | Buy |
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|
2023
Q2 | $474K | Sell |
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|
2023
Q1 | $452K | Buy |
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|
2022
Q4 | $401K | Buy |
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|
2022
Q3 | $374K | Buy |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $440K | Buy |
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|
2021
Q4 | $455K | Buy |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $403K | Buy |
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|
2021
Q1 | $367K | Buy |
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|
2020
Q4 | $315K | Buy |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $251K | Buy |
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