Asset Dedication LLC’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 | $3.23M | Buy |
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|
2025
Q1 | $2.82M | Sell |
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|
2024
Q4 | $4.8M | Buy |
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|
2024
Q3 | $4.12M | Sell |
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|
2024
Q2 | $4.04M | Sell |
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|
2024
Q1 | $3.94M | Sell |
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|
2023
Q4 | $3.77M | Sell |
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|
2023
Q3 | $3.49M | Sell |
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|
2023
Q2 | $3.71M | Sell |
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|
2023
Q1 | $3.51M | Sell |
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|
2022
Q4 | $3.45M | Buy |
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|
2022
Q3 | $3.06M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.72M | Sell |
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|
2021
Q4 | $4.17M | Sell |
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|
2021
Q3 | $3.88M | Sell |
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|
2021
Q2 | $3.93M | Buy |
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|
2021
Q1 | $3.3M | Sell |
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|
2020
Q4 | $3.64M | Sell |
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|
2020
Q3 | $3.28M | Buy |
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|
2020
Q2 | $2.9M | Sell |
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|
2020
Q1 | $2.39M | Sell |
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|
2019
Q4 | $3.18M | Sell |
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|
2019
Q3 | $2.97M | Buy |
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|
2019
Q2 | $2.83M | Buy |
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|
2019
Q1 | $2.7M | Buy |
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|
2018
Q4 | $2.39M | Buy |
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|
2018
Q3 | $2.7M | Sell |
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|
2018
Q2 | $6.9M | Buy |
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|
2018
Q1 | $5.96M | Sell |
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|
2017
Q4 | $6.04M | Sell |
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|
2017
Q3 | $5.81M | Sell |
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|
2017
Q2 | $6.36M | Sell |
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|
2017
Q1 | $6.31M | Sell |
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|
2016
Q4 | $6.34M | Sell |
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|
2016
Q3 | $6.24M | Buy |
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|
2016
Q2 | $5.97M | Buy |
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|
2016
Q1 | $5.64M | Sell |
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|
2015
Q4 | $6.24M | Buy |
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