Chas P. Smith & Associates (CPS)’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 | $252K | Hold |
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|
2025
Q1 | $228K | Hold |
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|
2024
Q4 | $240K | Hold |
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|
2024
Q3 | $235K | Sell |
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|
2024
Q2 | $229K | Hold |
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|
2024
Q1 | $223K | Hold |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $267K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $232K | Hold |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $214K | Sell |
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|
2021
Q1 | $201K | Buy |
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