Barrett & Company’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 | $1.04M | Sell |
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|
2025
Q2 | $990K | Buy |
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|
2025
Q1 | $894K | Buy |
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|
2024
Q4 | $941K | Buy |
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|
2024
Q3 | $918K | Buy |
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|
2024
Q2 | $866K | Hold |
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|
2024
Q1 | $840K | Buy |
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|
2023
Q4 | $765K | Buy |
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|
2023
Q3 | $684K | Sell |
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|
2023
Q2 | $728K | Buy |
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|
2023
Q1 | $672K | Buy |
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|
2022
Q4 | $628K | Hold |
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|
2022
Q3 | $628K | Buy |
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