Baker Tilly 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 | $683K | Sell |
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|
2025
Q2 | $640K | Buy |
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|
2025
Q1 | $578K | Buy |
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|
2024
Q4 | $609K | Sell |
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|
2024
Q3 | $599K | Buy |
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|
2024
Q2 | $565K | Hold |
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|
2024
Q1 | $548K | Hold |
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|
2023
Q4 | $500K | Sell |
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|
2023
Q3 | $731K | Sell |
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|
2023
Q2 | $954K | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.98M | Buy |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.84M | Buy |
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