Burt Wealth Advisors’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
Q2 | $275K | Buy |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $367K | Sell |
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|
2024
Q1 | $371K | Buy |
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|
2023
Q4 | $322K | Hold |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $299K | Hold |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $300K | Hold |
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|
2021
Q4 | $317K | Buy |
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|
2021
Q3 | $289K | Hold |
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|
2021
Q2 | $290K | Hold |
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|
2021
Q1 | $269K | Hold |
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|
2020
Q4 | $253K | Hold |
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|
2020
Q3 | $222K | Hold |
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|
2020
Q2 | $205K | Hold |
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|
2020
Q1 | $168K | Hold |
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|
2019
Q4 | $214K | Hold |
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|
2019
Q3 | $198K | Hold |
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|
2019
Q2 | $196K | Hold |
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|
2019
Q1 | $189K | Hold |
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|
2018
Q4 | $167K | Hold |
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|
2018
Q3 | $196K | Buy |
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|
2018
Q2 | $170K | Hold |
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|
2018
Q1 | $164K | Hold |
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|
2017
Q4 | $166K | Hold |
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|
2017
Q3 | $157K | Sell |
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|
2017
Q2 | $161K | Buy |
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|
2017
Q1 | $147K | Sell |
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|
2016
Q4 | $192K | Buy |
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|
2016
Q3 | $184K | Buy |
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|
2016
Q2 | $176K | Buy |
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|
2016
Q1 | $173K | Buy |
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|
2015
Q4 | $170K | Buy |
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|
2015
Q3 | $159K | Sell |
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|
2015
Q2 | $179K | Buy |
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|
2015
Q1 | $172K | Buy |
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|
2014
Q4 | $169K | Buy |
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