Ashford 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
Q2 | $17.8M | Hold |
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|
2025
Q1 | $16.1M | Sell |
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|
2024
Q4 | $17.2M | Sell |
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|
2024
Q3 | $17.1M | Hold |
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|
2024
Q2 | $16.1M | Hold |
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|
2024
Q1 | $15.7M | Sell |
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|
2023
Q4 | $15M | Sell |
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|
2023
Q3 | $13.5M | Hold |
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|
2023
Q2 | $14M | Hold |
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|
2023
Q1 | $13M | Hold |
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|
2022
Q4 | $12.1M | Hold |
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|
2022
Q3 | $11.4M | Hold |
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|
2022
Q2 | $12M | Hold |
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|
2022
Q1 | $14.4M | Hold |
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|
2021
Q4 | $15.3M | Hold |
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|
2021
Q3 | $14.1M | Hold |
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|
2021
Q2 | $14.1M | Hold |
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|
2021
Q1 | $13.1M | Hold |
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|
2020
Q4 | $12.3M | Buy |
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