Capital Insight Partners’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
Q3 | $340K | Hold |
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|
2025
Q2 | $315K | Hold |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $300K | Hold |
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|
2024
Q3 | $293K | Hold |
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|
2024
Q2 | $277K | Hold |
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|
2024
Q1 | $269K | Hold |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $230K | Hold |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $220K | Hold |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Hold |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $260K | Hold |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $240K | Hold |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $210K | Buy |
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