Baldrige 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.56M | Sell |
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|
2022
Q2 | $1.64M | Buy |
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|
2022
Q1 | $1.98M | Buy |
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|
2021
Q4 | $2.08M | Buy |
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|
2021
Q3 | $1.9M | Sell |
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|
2021
Q2 | $2.11M | Sell |
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|
2021
Q1 | $1.96M | Sell |
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|
2020
Q4 | $1.89M | Sell |
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|
2020
Q3 | $1.69M | Sell |
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|
2020
Q2 | $1.59M | Buy |
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|
2020
Q1 | $1.29M | Buy |
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|
2019
Q4 | $1.61M | Buy |
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|
2019
Q3 | $1.48M | Buy |
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|
2019
Q2 | $1.44M | Buy |
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|
2019
Q1 | $1.35M | Buy |
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