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