Ballast Advisors’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 | $6.13M | Sell |
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|
2025
Q1 | $5.68M | Sell |
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|
2024
Q4 | $6.18M | Sell |
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|
2024
Q3 | $6.04M | Sell |
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|
2024
Q2 | $5.93M | Sell |
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|
2024
Q1 | $5.76M | Sell |
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|
2023
Q4 | $5.28M | Sell |
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|
2023
Q3 | $5.13M | Sell |
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|
2023
Q2 | $5.77M | Sell |
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|
2023
Q1 | $5.88M | Sell |
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|
2022
Q4 | $5.92M | Sell |
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|
2022
Q3 | $5.64M | Buy |
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|
2022
Q2 | $5.84M | Buy |
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|
2022
Q1 | $6.89M | Buy |
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|
2021
Q4 | $7.29M | Buy |
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|
2021
Q3 | $6.56M | Sell |
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|
2021
Q2 | $6.65M | Buy |
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|
2021
Q1 | $6.03M | Sell |
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|
2020
Q4 | $5.71M | Sell |
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|
2020
Q3 | $5.2M | Buy |
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|
2020
Q2 | $4.75M | Buy |
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|
2020
Q1 | $3.84M | Buy |
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|
2019
Q4 | $4.59M | Buy |
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