BBR Partners’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
2024
Q2
Sell
2024
Q1
$3.24M Hold
2023
Q4
$2.96M Hold
2023
Q3
$2.65M Hold
2023
Q2
$2.75M Hold
2023
Q1
$2.54M Hold
2022
Q4
$2.38M Hold
2022
Q3
$2.23M Hold
2022
Q2
$2.35M Hold
2022
Q1
$2.84M Sell
2021
Q4
$3.12M Hold
2021
Q3
$2.86M Hold
2021
Q2
$2.87M Hold
2021
Q1
$2.67M Hold
2020
Q4
$2.51M Hold
2020
Q3
$2.19M Hold
2020
Q2
$2.02M Buy
2020
Q1
Sell
2019
Q4
$1.34M Buy