Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $618K | Buy |
|
|||||
|
2024
Q3 | $489K | Buy |
|
|||||
|
2024
Q2 | $459K | Hold |
|
|||||
|
2024
Q1 | $446K | Buy |
|
|||||
|
2023
Q4 | $377K | Buy |
|
|||||
|
2023
Q3 | $337K | Buy |
|
|||||
|
2023
Q2 | $348K | Sell |
|
|||||
|
2023
Q1 | $336K | Sell |
|
|||||
|
2022
Q4 | $375K | Buy |
|
|||||
|
2022
Q3 | $350K | Buy |
|
|||||
|
2022
Q2 | $350K | Buy |
|
|||||
|
2022
Q1 | $421K | Buy |
|
|||||
|
2021
Q4 | $356K | Hold |
|
|||||
|
2021
Q3 | $327K | Buy |
|