Avantax Advisory Services’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 | $1.94M | Buy |
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|
2025
Q1 | $1.69M | Sell |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $700K | Buy |
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|
2023
Q4 | $527K | Buy |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $255K | Buy |
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|
2023
Q1 | $205K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $274K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $263K | Sell |
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|
2019
Q2 | $329K | Sell |
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|
2019
Q1 | $717K | Buy |
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