Aviance Capital 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 | $488K | Hold |
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|
2025
Q2 | $452K | Hold |
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|
2025
Q1 | $408K | Sell |
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|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $438K | Sell |
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|
2024
Q2 | $547K | Hold |
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|
2024
Q1 | $531K | Hold |
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|
2023
Q4 | $484K | Hold |
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|
2023
Q3 | $433K | Hold |
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|
2023
Q2 | $450K | Hold |
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|
2023
Q1 | $416K | Sell |
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|
2022
Q4 | $409K | Sell |
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|
2022
Q3 | $420K | Hold |
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|
2022
Q2 | $443K | Sell |
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|
2022
Q1 | $560K | Buy |
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|
2021
Q4 | $526K | Hold |
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|
2021
Q3 | $483K | Hold |
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|
2021
Q2 | $485K | Hold |
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|
2021
Q1 | $450K | Hold |
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|
2020
Q4 | $424K | Hold |
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|
2020
Q3 | $371K | Hold |
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|
2020
Q2 | $342K | Hold |
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|
2020
Q1 | $281K | Hold |
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|
2019
Q4 | $358K | Hold |
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|
2019
Q3 | $331K | Hold |
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|
2019
Q2 | $328K | Hold |
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|
2019
Q1 | $317K | Sell |
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|
2018
Q4 | $299K | Sell |
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|
2018
Q3 | $351K | Buy |
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|
2018
Q2 | $329K | Hold |
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|
2018
Q1 | $318K | Sell |
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|
2017
Q4 | $322K | Buy |
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