Aquire Wealth Advisors’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 | $649K | Hold |
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|
2025
Q2 | $602K | Hold |
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|
2025
Q1 | $544K | Hold |
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|
2024
Q4 | $573K | Sell |
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|
2024
Q3 | $597K | Hold |
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|
2024
Q2 | $565K | Hold |
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|
2024
Q1 | $548K | Buy |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $452K | Hold |
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|
2023
Q2 | $468K | Hold |
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|
2023
Q1 | $434K | Hold |
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|
2022
Q4 | $406K | Hold |
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|
2022
Q3 | $380K | Hold |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $481K | Buy |
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|
2021
Q4 | $501K | Buy |
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