Buckingham Strategic Wealth’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
Q2 | $5.46M | Sell |
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|
2024
Q1 | $5.33M | Sell |
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|
2023
Q4 | $5.39M | Buy |
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|
2023
Q3 | $4.64M | Sell |
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|
2023
Q2 | $5.04M | Buy |
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|
2023
Q1 | $3.86M | Hold |
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|
2022
Q4 | $3.86M | Buy |
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|
2022
Q3 | $3.53M | Sell |
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|
2022
Q2 | $3.78M | Sell |
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|
2022
Q1 | $4.7M | Sell |
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|
2021
Q4 | $5M | Buy |
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|
2021
Q3 | $4.46M | Buy |
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|
2021
Q2 | $4.36M | Buy |
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|
2021
Q1 | $3.38M | Sell |
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|
2020
Q4 | $3.22M | Buy |
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|
2020
Q3 | $2.63M | Sell |
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|
2020
Q2 | $3.23M | Buy |
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|
2020
Q1 | $2.3M | Buy |
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|
2019
Q4 | $2.32M | Sell |
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|
2019
Q3 | $2.71M | Buy |
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|
2019
Q2 | $1.84M | Buy |
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|
2019
Q1 | $1.7M | Buy |
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|
2018
Q4 | $1.44M | Buy |
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|
2018
Q3 | $1.19M | Sell |
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|
2018
Q2 | $1.28M | Buy |
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|
2018
Q1 | $1.03M | Buy |
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|
2017
Q4 | $1.02M | Sell |
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|
2017
Q3 | $1.02M | Sell |
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|
2017
Q2 | $1.02M | Buy |
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|
2017
Q1 | $921K | Sell |
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|
2016
Q4 | $974K | Buy |
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|
2016
Q3 | $727K | Buy |
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|
2016
Q2 | $511K | Sell |
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|
2016
Q1 | $542K | Sell |
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|
2015
Q4 | $613K | Sell |
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|
2015
Q3 | $601K | Buy |
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|
2015
Q2 | $393K | Buy |
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|
2015
Q1 | $389K | Buy |
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|
2014
Q4 | $283K | Buy |
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|
2014
Q3 | $210K | Buy |
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