Anchor Investment 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
Q3 | $489K | Hold |
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|
2025
Q2 | $453K | Buy |
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|
2025
Q1 | $390K | Buy |
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|
2024
Q4 | $391K | Hold |
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|
2024
Q3 | $382K | Sell |
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|
2024
Q2 | $382K | Sell |
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|
2024
Q1 | $521K | Buy |
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|
2023
Q4 | $470K | Buy |
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|
2023
Q3 | $406K | Sell |
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|
2023
Q2 | $426K | Buy |
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|
2023
Q1 | $387K | Sell |
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|
2022
Q4 | $394K | Hold |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $469K | Hold |
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|
2021
Q4 | $496K | Hold |
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|
2021
Q3 | $456K | Buy |
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|
2021
Q2 | $386K | Buy |
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|
2021
Q1 | $354K | Hold |
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|
2020
Q4 | $333K | Buy |
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|
2020
Q3 | $291K | Buy |
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|
2020
Q2 | $258K | Buy |
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|
2020
Q1 | $204K | Buy |
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|
2019
Q4 | $145K | Hold |
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|
2019
Q3 | $134K | Buy |
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|
2019
Q2 | $125K | Buy |
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|
2019
Q1 | $115K | Buy |
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|
2018
Q4 | $96.6K | Hold |
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|
2018
Q3 | $113K | Hold |
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|
2018
Q2 | $106K | Buy |
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|
2018
Q1 | $90.1K | Buy |
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|
2017
Q4 | $1.74K | Hold |
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|
2017
Q3 | $1.65K | Buy |
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|
2017
Q2 | $585 | Hold |
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|
2017
Q1 | $571 | Sell |
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|
2016
Q4 | $8.4K | Hold |
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|
2016
Q3 | $8.11K | Hold |
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|
2016
Q2 | $7.8K | Hold |
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|
2016
Q1 | $7.64K | Buy |
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