Baldwin Investment 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
Q2 | $457K | Sell |
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|
2025
Q1 | $415K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $214 | Hold |
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|
2021
Q4 | $226 | Sell |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $213K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $272K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $282K | Buy |
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|
2017
Q3 | $266K | Buy |
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