Biltmore Family Office’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 | $193K | Buy |
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|
2025
Q2 | $161K | Hold |
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|
2025
Q1 | $145K | Hold |
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|
2024
Q4 | $153K | Hold |
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|
2024
Q3 | $150K | Hold |
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|
2024
Q2 | $142K | Hold |
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|
2024
Q1 | $137K | Hold |
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|
2023
Q4 | $125K | Hold |
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|
2023
Q3 | $112K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q4 | $101K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $83K | Hold |
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|
2020
Q1 | $68K | Hold |
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|
2019
Q4 | $86K | Sell |
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|
2019
Q3 | $107K | Hold |
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|
2019
Q2 | $106K | Buy |
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