Avior Wealth Management’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
Q4 | $22.2M | Sell |
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|
2025
Q3 | $21.8M | Buy |
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|
2025
Q2 | $20.1M | Sell |
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|
2025
Q1 | $21.8M | Sell |
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|
2024
Q4 | $23.3M | Sell |
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|
2024
Q3 | $23.1M | Buy |
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|
2024
Q2 | $21.7M | Buy |
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|
2024
Q1 | $20.8M | Buy |
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|
2023
Q4 | $18.9M | Sell |
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|
2023
Q3 | $17M | Buy |
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|
2023
Q2 | $17.6M | Buy |
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|
2023
Q1 | $16.2M | Buy |
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|
2022
Q4 | $15.1M | Sell |
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|
2022
Q3 | $14.2M | Buy |
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|
2022
Q2 | $14.8M | Sell |
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|
2022
Q1 | $18M | Sell |
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|
2021
Q4 | $19M | Sell |
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|
2021
Q3 | $35.7M | Buy |
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|
2021
Q2 | $120K | Sell |
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|
2021
Q1 | $115K | Sell |
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|
2020
Q4 | $141K | Sell |
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|
2020
Q3 | $134K | Buy |
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|
2020
Q2 | $123K | Sell |
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|
2020
Q1 | $102K | Sell |
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|
2019
Q4 | $184K | Buy |
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|
2019
Q3 | $169K | Sell |
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|
2019
Q2 | $245K | Sell |
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|
2019
Q1 | $237K | Sell |
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|
2018
Q4 | $220K | Buy |
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|
2018
Q3 | $259K | Buy |
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|
2018
Q2 | $242K | Buy |
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|
2018
Q1 | $232K | Sell |
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|
2017
Q4 | $260K | Sell |
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|
2017
Q3 | $248K | Sell |
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|
2017
Q2 | $239K | Sell |
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|
2017
Q1 | $241K | Sell |
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|
2016
Q4 | $230K | Sell |
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|
2016
Q3 | $227K | Buy |
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|
2016
Q2 | $207K | Buy |
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|
2016
Q1 | $203K | Buy |
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