Cahill Financial 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 | $904K | Buy |
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|
2025
Q1 | $815K | Sell |
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|
2024
Q4 | $901K | Buy |
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|
2024
Q3 | $307K | Buy |
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|
2024
Q2 | $289K | Hold |
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|
2024
Q1 | $280K | Buy |
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|
2023
Q4 | $255K | Buy |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $298K | Sell |
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|
2021
Q2 | $443K | Sell |
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|
2021
Q1 | $422K | Sell |
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|
2020
Q4 | $444K | Sell |
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|
2020
Q3 | $403K | Buy |
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|
2020
Q2 | $370K | Buy |
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|
2020
Q1 | $297K | Sell |
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|
2019
Q4 | $378K | Sell |
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|
2019
Q3 | $381K | Buy |
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|
2019
Q2 | $377K | Sell |
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|
2019
Q1 | $413K | Sell |
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|
2018
Q4 | $742K | Buy |
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|
2018
Q3 | $846K | Buy |
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|
2018
Q2 | $778K | Sell |
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|
2018
Q1 | $752K | Buy |
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|
2017
Q4 | $740K | Buy |
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|
2017
Q3 | $697K | Sell |
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|
2017
Q2 | $709K | Sell |
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|
2017
Q1 | $757K | Buy |
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|
2016
Q4 | $711K | Buy |
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|
2016
Q3 | $555K | Buy |
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|
2016
Q2 | $519K | Buy |
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|
2016
Q1 | $477K | Buy |
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|
2015
Q4 | $437K | Buy |
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|
2015
Q3 | $381K | Buy |
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|
2015
Q2 | $409K | Sell |
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|
2015
Q1 | $436K | Buy |
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|
2014
Q4 | $375K | Buy |
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|
2014
Q3 | $349K | Buy |
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|
2014
Q2 | $350K | Buy |
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|
2014
Q1 | $307K | Buy |
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|
2013
Q4 | $260K | Buy |
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