Bill Few Associates’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 | $403K | Sell |
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|
2025
Q2 | $381K | Hold |
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|
2025
Q1 | $344K | Hold |
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|
2024
Q4 | $363K | Hold |
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|
2024
Q3 | $354K | Hold |
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|
2024
Q2 | $335K | Hold |
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|
2024
Q1 | $325K | Hold |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $265K | Hold |
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|
2023
Q2 | $275K | Hold |
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|
2023
Q1 | $255K | Hold |
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|
2022
Q4 | $239K | Buy |
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