Bedel Financial Consulting’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 | $852K | Buy |
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|
2025
Q1 | $769K | Buy |
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|
2024
Q4 | $837K | Buy |
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|
2024
Q3 | $790K | Buy |
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|
2024
Q2 | $745K | Hold |
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|
2024
Q1 | $723K | Buy |
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|
2023
Q4 | $658K | Buy |
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|
2023
Q3 | $589K | Buy |
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|
2023
Q2 | $610K | Buy |
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|
2023
Q1 | $438K | Sell |
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|
2022
Q4 | $527K | Buy |
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|
2022
Q3 | $524K | Sell |
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|
2022
Q2 | $531K | Buy |
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|
2022
Q1 | $641K | Sell |
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|
2021
Q4 | $689K | Buy |
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|
2021
Q3 | $622K | Buy |
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|
2021
Q2 | $618K | Buy |
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|
2021
Q1 | $562K | Buy |
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|
2020
Q4 | $484K | Sell |
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|
2020
Q3 | $434K | Buy |
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|
2020
Q2 | $395K | Sell |
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|
2020
Q1 | $340K | Sell |
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|
2019
Q4 | $455K | Buy |
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|
2019
Q3 | $404K | Sell |
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|
2019
Q2 | $444K | Hold |
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|
2019
Q1 | $429K | Buy |
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|
2018
Q4 | $377K | Sell |
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|
2018
Q3 | $429K | Buy |
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|
2018
Q2 | $267K | Hold |
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|
2018
Q1 | $258K | Sell |
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|
2017
Q4 | $297K | Buy |
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