Avantax Planning Partners’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 | $1.39M | Sell |
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|
2025
Q2 | $1.41M | Sell |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $609K | Buy |
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|
2023
Q3 | $493K | Buy |
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|
2023
Q2 | $509K | Buy |
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|
2023
Q1 | $469K | Sell |
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|
2022
Q4 | $451K | Sell |
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|
2022
Q3 | $445K | Sell |
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|
2022
Q2 | $507K | Sell |
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|
2022
Q1 | $719K | Buy |
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|
2021
Q4 | $564K | Buy |
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|
2021
Q3 | $469K | Hold |
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|
2021
Q2 | $471K | Buy |
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|
2021
Q1 | $432K | Buy |
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|
2020
Q4 | $403K | Sell |
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|
2020
Q3 | $356K | Sell |
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|
2020
Q2 | $356K | Buy |
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|
2020
Q1 | $293K | Buy |
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|
2019
Q4 | $364K | Buy |
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|
2019
Q3 | $279K | Buy |
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|
2019
Q2 | $265K | Buy |
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|
2019
Q1 | $252K | Buy |
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|
2018
Q4 | $221K | Buy |
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|
2018
Q3 | $256K | Sell |
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|
2018
Q2 | $270K | Sell |
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|
2018
Q1 | $343K | Buy |
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|
2017
Q4 | $260K | Buy |
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|
2017
Q3 | $244K | Buy |
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|
2017
Q2 | $232K | Buy |
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|
2017
Q1 | $220K | Sell |
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|
2016
Q4 | $619K | Buy |
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