Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $128K | Buy |
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|
2024
Q4 | $123K | Buy |
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|
2024
Q3 | $116K | Buy |
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|
2024
Q2 | $109K | Buy |
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|
2024
Q1 | $103K | Sell |
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|
2023
Q4 | $95.2K | Buy |
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|
2023
Q3 | $82.6K | Buy |
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|
2023
Q2 | $85.1K | Buy |
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|
2023
Q1 | $71.5K | Buy |
|
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|
2022
Q4 | $65.9K | Buy |
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|
2022
Q3 | $40K | Buy |
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|
2022
Q2 | $42K | Buy |
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|
2022
Q1 | $41K | Buy |
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|
2021
Q4 | $39K | Buy |
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|
2021
Q3 | $33K | Buy |
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|
2021
Q2 | $32K | Buy |
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|
2021
Q1 | $30K | Buy |
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|
2020
Q4 | $19K | Sell |
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|
2020
Q3 | $21K | Sell |
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|
2020
Q2 | $24K | Sell |
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|
2020
Q1 | $32K | Buy |
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|
2019
Q4 | $18K | Buy |
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