Avalon Advisory Group’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 | $3.79M | Buy |
|
|||||
|
2025
Q1 | $3.03M | Sell |
|
|||||
|
2024
Q4 | $3.78M | Sell |
|
|||||
|
2024
Q3 | $3.7M | Hold |
|
|||||
|
2024
Q2 | $3.5M | Sell |
|
|||||
|
2024
Q1 | $3.41M | Hold |
|
|||||
|
2023
Q4 | $3.11M | Hold |
|
|||||
|
2023
Q3 | $2.79M | Sell |
|
|||||
|
2023
Q2 | $2.89M | Hold |
|
|||||
|
2023
Q1 | $2.68M | Sell |
|
|||||
|
2022
Q4 | $2.52M | Sell |
|
|||||
|
2022
Q3 | $2.88M | Buy |
|
|||||
|
2022
Q2 | $2.54M | Buy |
|
|||||
|
2022
Q1 | $3.01M | Sell |
|
|||||
|
2021
Q4 | $3.23M | Sell |
|
|||||
|
2021
Q3 | $3.73M | Sell |
|
|||||
|
2021
Q2 | $3.75M | Sell |
|
|||||
|
2021
Q1 | $3.8M | Sell |
|
|||||
|
2020
Q4 | $3.88M | Sell |
|
|||||
|
2020
Q3 | $3.59M | Sell |
|
|||||
|
2020
Q2 | $3.62M | Sell |
|
|||||
|
2020
Q1 | $4.22M | Buy |
|
|||||
|
2019
Q4 | $2.32M | Buy |
|