Axxcess 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
Q3 | $4.9M | Sell |
|
|||||
|
2025
Q2 | $4.76M | Sell |
|
|||||
|
2025
Q1 | $4.31M | Buy |
|
|||||
|
2024
Q4 | $827K | Sell |
|
|||||
|
2024
Q3 | $809K | Buy |
|
|||||
|
2024
Q2 | $575K | Hold |
|
|||||
|
2024
Q1 | $558K | Sell |
|
|||||
|
2023
Q4 | $651K | Sell |
|
|||||
|
2023
Q3 | $595K | Sell |
|
|||||
|
2023
Q2 | $991K | Buy |
|
|||||
|
2023
Q1 | $872K | Buy |
|
|||||
|
2022
Q4 | $775K | Buy |
|
|||||
|
2022
Q3 | $501K | Buy |
|
|||||
|
2022
Q2 | $527K | Sell |
|
|||||
|
2022
Q1 | $2.02M | Sell |
|
|||||
|
2021
Q4 | $2.62M | Buy |
|