Baker Avenue Asset 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 | – | Sell |
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|
2025
Q2 | $220K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $641K | Buy |
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|
2024
Q2 | $586K | Hold |
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|
2024
Q1 | $569K | Buy |
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|
2023
Q4 | $472K | Sell |
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|
2023
Q3 | $435K | Hold |
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|
2023
Q2 | $452K | Hold |
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|
2023
Q1 | $418K | Sell |
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|
2022
Q4 | $405K | Hold |
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|
2022
Q3 | $380K | Sell |
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|
2022
Q2 | $537K | Buy |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $906K | Buy |
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|
2021
Q3 | $244K | Hold |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $227K | Hold |
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|
2020
Q4 | $214K | Buy |
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