Chesley Taft & Associates’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 | $1.79M | Sell |
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|
2025
Q2 | $1.68M | Sell |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.13M | Hold |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $933K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $941K | Sell |
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|
2022
Q4 | $882K | Sell |
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|
2022
Q3 | $837K | Buy |
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|
2022
Q2 | $873K | Hold |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $996K | Buy |
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|
2021
Q1 | $938K | Hold |
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|
2020
Q4 | $862K | Hold |
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|
2020
Q3 | $755K | Buy |
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|
2020
Q2 | $690K | Hold |
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|
2020
Q1 | $568K | Buy |
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|
2019
Q4 | $720K | Buy |
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|
2019
Q3 | $614K | Buy |
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|
2019
Q2 | $535K | Buy |
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|
2019
Q1 | $507K | Buy |
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|
2018
Q4 | $408K | Hold |
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|
2018
Q3 | $479K | Buy |
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|
2018
Q2 | $436K | Buy |
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|
2018
Q1 | $367K | Buy |
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|
2017
Q4 | $352K | Hold |
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|
2017
Q3 | $333K | Buy |
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|
2017
Q2 | $307K | Buy |
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|
2017
Q1 | $269K | Buy |
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|
2016
Q4 | $250K | Buy |
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|
2016
Q3 | $211K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $456K | Buy |
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|
2015
Q2 | $214K | Buy |
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