Blue Trust Inc’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 | $575K | Buy |
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|
2025
Q2 | $523K | Buy |
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|
2025
Q1 | $472K | Buy |
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|
2024
Q4 | $224K | Sell |
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|
2024
Q3 | $270K | Buy |
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|
2024
Q2 | $197K | Hold |
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|
2024
Q1 | $197K | Sell |
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|
2023
Q4 | $207K | Hold |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $299K | Buy |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $185K | Sell |
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|
2022
Q2 | $265K | Buy |
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