BCS Wealth 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 | $3.08M | Sell |
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|
2025
Q1 | $2.79M | Sell |
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|
2024
Q4 | $3.19M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.4M | Sell |
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|
2023
Q4 | $2.25M | Buy |
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|
2023
Q3 | $1.99M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.79M | Buy |
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|
2022
Q4 | $1.5M | Sell |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $1.93M | Sell |
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|
2021
Q4 | $2.24M | Buy |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $1.81M | Buy |
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|
2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $1.34M | Buy |
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|
2020
Q3 | $956K | Sell |
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|
2020
Q2 | $934K | Buy |
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|
2020
Q1 | $721K | Buy |
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|
2019
Q4 | $629K | Buy |
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