Burton Enright Welch’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
Q4 | $933K | Sell |
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|
2025
Q3 | $931K | Sell |
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|
2025
Q2 | $871K | Sell |
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|
2025
Q1 | $802K | Sell |
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|
2024
Q4 | $861K | Buy |
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|
2024
Q3 | $825K | Sell |
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|
2024
Q2 | $798K | Sell |
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|
2024
Q1 | $788K | Sell |
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|
2023
Q4 | $740K | Sell |
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|
2023
Q3 | $664K | Sell |
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|
2023
Q2 | $706K | Sell |
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|
2023
Q1 | $682K | Sell |
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|
2022
Q4 | $823K | Buy |
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|
2022
Q3 | $745K | Sell |
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|
2022
Q2 | $1M | Sell |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $1.57M | Buy |
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