Cahill Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $950K | Buy |
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|
2023
Q3 | $847K | Sell |
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|
2023
Q2 | $882K | Buy |
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|
2023
Q1 | $813K | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $894K | Buy |
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|
2022
Q2 | $938K | Buy |
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|
2022
Q1 | $1.13M | Buy |
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