B&D White Capital Company’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 | $1.75M | Buy |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $946K | Buy |
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|
2023
Q2 | $971K | Buy |
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|
2023
Q1 | $899K | Buy |
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|
2022
Q4 | $743K | Buy |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $214K | Buy |
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|
2022
Q1 | $257K | Buy |
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|
2021
Q4 | $268K | Buy |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $240K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $180K | Buy |
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