Apella Capital’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 | $457K | Sell |
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|
2025
Q2 | $445K | Buy |
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|
2025
Q1 | $387K | Buy |
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|
2024
Q4 | $417K | Sell |
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|
2024
Q3 | $405K | Buy |
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|
2024
Q2 | $369K | Buy |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $366K | Buy |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $240K | Buy |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $203K | Buy |
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